Williams Jones Wealth Management’s Simon Property Group SPG Stock Holding History

Williams Jones Wealth 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	-1,973	Closed	-$281K	–	569
2023 Q4	$281K	Hold	1,973	–	–	﹤0.01%	429
2023 Q3	$213K	Sell	1,973 -300	-13%	-$35.1K	﹤0.01%	478
2023 Q2	$262K	Sell	2,273 -3,830	-63%	-$417K	﹤0.01%	437
2023 Q1	$683K	Sell	6,103 -2,235	-27%	-$267K	0.01%	322
2022 Q4	$980K	Sell	8,338 -5,591	-40%	-$621K	0.02%	270
2022 Q3	$1.25M	Sell	13,929 -1,206	-8%	-$123K	0.02%	241
2022 Q2	$1.44M	Buy	15,135 +2,311	+18%	+$265K	0.02%	237
2022 Q1	$1.69M	Sell	12,824 -1,305	-9%	-$186K	0.02%	212
2021 Q4	$2.26M	Buy	+14,129	New	+$2.16M	0.03%	191

Other funds holding SPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Williams Jones Wealth Management's SPG Position: Q1 2024 in Review

Williams Jones Wealth Management sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 1,973 shares — an estimated $281K sold.

Williams Jones Wealth Management first reported a position in SPG in Q4 2021 and held it in 9 quarters. The position peaked at $2.26M in Q4 2021. 1,083 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

Williams Jones Wealth Management reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
Williams Jones Wealth Management sold 1,973 Simon Property Group shares in Q1 2024, an estimated $281K.
Williams Jones Wealth Management first reported a position in Simon Property Group in Q4 2021 and held it in 9 quarters.
Williams Jones Wealth Management's Simon Property Group position peaked at $2.26M in Q4 2021.
1,083 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on Williams Jones Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.