US Asset Management LLC’s Simon Property Group SPG Stock Holding History

US Asset Management LLC’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
2023 Q2	–	Sell	-214	Closed	-$24K	–	218
2023 Q1	$24K	Sell	214 -8	-4%	-$955	0.02%	212
2022 Q4	$26K	Buy	+222	New	+$24.7K	0.03%	210
2022 Q2	$60K	Buy	636 +10	+2%	+$1.15K	0.07%	188
2022 Q1	$82K	Buy	+626	New	+$89.2K	0.08%	174
2021 Q4	–	Sell	-611	Closed	-$79K	–	222
2021 Q3	$79K	Buy	+611	New	+$79.5K	0.08%	171

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

US Asset Management LLC's SPG Position: Q2 2023 in Review

US Asset Management LLC sold out of Simon Property Group (SPG) in Q2 2023, closing a stake of 214 shares — an estimated $24K sold.

US Asset Management LLC first reported a position in SPG in Q3 2021 and held it in 5 quarters. The position peaked at $82K in Q1 2022. 985 funds tracked by Wall St. Rank hold SPG as of Q2 2023.

US Asset Management LLC reported no remaining Simon Property Group position as of Q2 2023 after selling out during the quarter.
US Asset Management LLC sold 214 Simon Property Group shares in Q2 2023, an estimated $24K.
US Asset Management LLC first reported a position in Simon Property Group in Q3 2021 and held it in 5 quarters.
US Asset Management LLC's Simon Property Group position peaked at $82K in Q1 2022.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2023.

Based on US Asset Management LLC's 13F filing for Q2 2023, filed 22 Aug 2023.