X-Square Capital’s Simon Property Group SPG Stock Holding History

X-Square Capital’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
2021 Q4	–	Sell	-1,910	Closed	-$248K	–	159
2021 Q3	$248K	Buy	+1,910	New	+$249K	0.13%	132

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

X-Square Capital's SPG Position: Q4 2021 in Review

X-Square Capital sold out of Simon Property Group (SPG) in Q4 2021, closing a stake of 1,910 shares — an estimated $248K sold.

X-Square Capital first reported a position in SPG in Q3 2021 and held it in 1 quarter. The position peaked at $248K in Q3 2021. 1,047 funds tracked by Wall St. Rank hold SPG as of Q4 2021.

X-Square Capital reported no remaining Simon Property Group position as of Q4 2021 after selling out during the quarter.
X-Square Capital sold 1,910 Simon Property Group shares in Q4 2021, an estimated $248K.
X-Square Capital first reported a position in Simon Property Group in Q3 2021 and held it in 1 quarter.
X-Square Capital's Simon Property Group position peaked at $248K in Q3 2021.
1,047 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2021.

Based on X-Square Capital's 13F filing for Q4 2021, filed 14 Feb 2022.