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UBP Investment Advisors’s Simon Property Group SPG Stock Holding History

UBP Investment Advisors’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
Q2 		– Sell
-5,022
Closed -$570K – 125
2022
Q1 		$570K Buy
5,022
+3,122
+164% +$445K 0.21% 68
2021
Q4 		$300K Hold
1,900
– – 0.11% 89
2021
Q3 		$250K Hold
1,900
– – 0.1% 94
2021
Q2 		$250K Hold
1,900
– – 0.09% 100
2021
Q1 		$220K Buy
+1,900
New +$198K 0.09% 104

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBP Investment Advisors's SPG Position: Q2 2022 in Review

UBP Investment Advisors sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 5,022 shares — an estimated $570K sold.

UBP Investment Advisors first reported a position in SPG in Q1 2021 and held it in 5 quarters. The position peaked at $570K in Q1 2022. 938 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

  • UBP Investment Advisors reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
  • UBP Investment Advisors sold 5,022 Simon Property Group shares in Q2 2022, an estimated $570K.
  • UBP Investment Advisors first reported a position in Simon Property Group in Q1 2021 and held it in 5 quarters.
  • UBP Investment Advisors's Simon Property Group position peaked at $570K in Q1 2022.
  • 938 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on UBP Investment Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.