Trustmark National Bank Trust Department’s Simon Property Group SPG Stock Holding History

Trustmark National Bank Trust Department’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,245	Closed	-$403K	–	269
2022 Q2	$403K	Sell	4,245 -3,972	-48%	-$455K	0.04%	198
2022 Q1	$1.08M	Buy	8,217 +535	+7%	+$76.2K	0.09%	144
2021 Q4	$1.23M	Sell	7,682 -12	-0.2%	-$1.83K	0.09%	137
2021 Q3	$1M	Buy	7,694 +519	+7%	+$67.5K	0.08%	141
2021 Q2	$936K	Buy	7,175 +1,120	+18%	+$139K	0.07%	145
2021 Q1	$689K	Buy	6,055 +420	+7%	+$43.8K	0.06%	162
2020 Q4	$480K	Sell	5,635 -2,862	-34%	-$219K	0.04%	176
2020 Q3	$550K	Sell	8,497 -101	-1%	-$6.62K	0.06%	161
2020 Q2	$588K	Sell	8,598 -9,610	-53%	-$603K	0.06%	147
2020 Q1	$999K	Buy	18,208 +8,514	+88%	+$1.02M	0.12%	114
2019 Q4	$1.44M	Buy	9,694 +302	+3%	+$45.3K	0.14%	109
2019 Q3	$1.46M	Sell	9,392 -2,038	-18%	-$317K	0.14%	105
2019 Q2	$1.83M	Buy	11,430 +746	+7%	+$128K	0.18%	96
2019 Q1	$1.95M	Buy	10,684 +1,060	+11%	+$188K	0.2%	90
2018 Q4	$1.62M	Buy	9,624 +9,425	+4,736%	+$1.68M	0.18%	89
2018 Q3	$35K	Buy	+199	New	+$35.2K	﹤0.01%	394
2016 Q1	–	Sell	-1,045	Closed	-$203K	–	357
2015 Q4	$203K	Buy	+1,045	New	+$202K	0.03%	307

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Trustmark National Bank Trust Department's SPG Position: Q3 2022 in Review

Trustmark National Bank Trust Department sold out of Simon Property Group (SPG) in Q3 2022, closing a stake of 4,245 shares — an estimated $403K sold.

Trustmark National Bank Trust Department first reported a position in SPG in Q4 2015 and held it in 17 quarters. The position peaked at $1.95M in Q1 2019. 920 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

Trustmark National Bank Trust Department reported no remaining Simon Property Group position as of Q3 2022 after selling out during the quarter.
Trustmark National Bank Trust Department sold 4,245 Simon Property Group shares in Q3 2022, an estimated $403K.
Trustmark National Bank Trust Department first reported a position in Simon Property Group in Q4 2015 and held it in 17 quarters.
Trustmark National Bank Trust Department's Simon Property Group position peaked at $1.95M in Q1 2019.
920 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on Trustmark National Bank Trust Department's 13F filing for Q3 2022, filed 9 Nov 2022.