Tucker Asset Management’s Simon Property Group SPG Stock Holding History

Tucker Asset Management’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
2024 Q1	–	Sell	-25	Closed	-$3.57K	–	1766
2023 Q4	$3.57K	Hold	25	–	–	﹤0.01%	992
2023 Q3	$2.7K	Hold	25	–	–	﹤0.01%	973
2023 Q2	$2.89K	Hold	25	–	–	﹤0.01%	788
2023 Q1	$2.8K	Hold	25	–	–	﹤0.01%	836
2022 Q4	$2.93K	Hold	25	–	–	﹤0.01%	512
2022 Q3	$2.73K	Hold	25	–	–	﹤0.01%	526
2022 Q2	$2.37K	Hold	25	–	–	﹤0.01%	434
2022 Q1	$3.29K	Sell	25 -27	-52%	-$3.85K	﹤0.01%	371
2021 Q4	$8.32K	Buy	+52	New	+$7.94K	﹤0.01%	241

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tucker Asset Management's SPG Position: Q1 2024 in Review

Tucker Asset Management sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 25 shares — an estimated $3.57K sold.

Tucker Asset Management first reported a position in SPG in Q4 2021 and held it in 9 quarters. The position peaked at $8.32K in Q4 2021. 1,081 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

Tucker Asset Management reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
Tucker Asset Management sold 25 Simon Property Group shares in Q1 2024, an estimated $3.57K.
Tucker Asset Management first reported a position in Simon Property Group in Q4 2021 and held it in 9 quarters.
Tucker Asset Management's Simon Property Group position peaked at $8.32K in Q4 2021.
1,081 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on Tucker Asset Management's 13F filing for Q1 2024, filed 9 Aug 2024.