ZIG
SPG icon

Zullo Investment Group’s Simon Property Group SPG Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-40
Closed -$4.7K – 621
2022
Q4 		$4.7K Hold
40
– – ﹤0.01% 611
2022
Q3 		$4K Hold
40
– – ﹤0.01% 632
2022
Q2 		$4K Hold
40
– – ﹤0.01% 664
2022
Q1 		$5K Hold
40
– – ﹤0.01% 668
2021
Q4 		$6K Buy
+40
New +$6.11K ﹤0.01% 638

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Zullo Investment Group's SPG Position: Q1 2023 in Review

Zullo Investment Group sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 40 shares — an estimated $4.7K sold.

Zullo Investment Group first reported a position in SPG in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

  • Zullo Investment Group reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 40 Simon Property Group shares in Q1 2023, an estimated $4.7K.
  • Zullo Investment Group first reported a position in Simon Property Group in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Simon Property Group position peaked at $6K in Q4 2021.
  • 985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.