VitalStone Financial’s Simon Property Group SPG Stock Holding History

VitalStone Financial’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 Q3	$1.18K	Hold	7	–	–	﹤0.01%	412
2024 Q2	$1.06K	Hold	7	–	–	﹤0.01%	420
2024 Q1	$1K	Hold	7	–	–	﹤0.01%	448
2023 Q4	$1K	Sell	7 -24	-77%	-$2.9K	﹤0.01%	466
2023 Q3	$4K	Sell	31 -166	-84%	-$19.4K	﹤0.01%	322
2023 Q2	$22K	Sell	197 -220	-53%	-$24K	0.01%	504
2023 Q1	$68K	Buy	417 +220	+112%	+$26.3K	0.06%	95
2022 Q4	$23K	Buy	+197	New	+$21.9K	0.02%	250

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

VitalStone Financial's SPG Position: Q3 2024 in Review

VitalStone Financial held its Simon Property Group (SPG) position steady in Q3 2024 at 7 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

VitalStone Financial first reported a position in SPG in Q4 2022 and has held it in 8 quarters since. The position peaked at $68K in Q1 2023. 1,129 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

VitalStone Financial held 7 shares of Simon Property Group worth $1.18K as of Q3 2024.
VitalStone Financial left its Simon Property Group share count unchanged in Q3 2024.
Simon Property Group made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #412 holding.
VitalStone Financial first reported a position in Simon Property Group in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Simon Property Group position peaked at $68K in Q1 2023.
1,129 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.