1SB
SPG icon

1ST Source Bank’s Simon Property Group SPG Stock Holding History

1ST Source Bank’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
Q2 		– Sell
-3,621
Closed -$412K – 275
2021
Q1 		$412K Hold
3,621
– – 0.03% 188
2020
Q4 		$309K Buy
+3,621
New +$277K 0.02% 201
2016
Q4 		– Sell
-1,325
Closed -$274K – 236
2016
Q3 		$274K Hold
1,325
– – 0.03% 191
2016
Q2 		$287K Buy
1,325
+225
+20% +$45.9K 0.03% 188
2016
Q1 		$228K Sell
1,100
-3
-0.3% -$576 0.03% 205
2015
Q4 		$214K Hold
1,103
– – 0.02% 206
2015
Q3 		$203K Buy
+1,103
New +$202K 0.02% 239

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1ST Source Bank's SPG Position: Q2 2021 in Review

1ST Source Bank sold out of Simon Property Group (SPG) in Q2 2021, closing a stake of 3,621 shares — an estimated $412K sold.

1ST Source Bank first reported a position in SPG in Q3 2015 and held it in 7 quarters. The position peaked at $412K in Q1 2021. 905 funds tracked by Wall St. Rank hold SPG as of Q2 2021.

  • 1ST Source Bank reported no remaining Simon Property Group position as of Q2 2021 after selling out during the quarter.
  • 1ST Source Bank sold 3,621 Simon Property Group shares in Q2 2021, an estimated $412K.
  • 1ST Source Bank first reported a position in Simon Property Group in Q3 2015 and held it in 7 quarters.
  • 1ST Source Bank's Simon Property Group position peaked at $412K in Q1 2021.
  • 905 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2021.

Based on 1ST Source Bank's 13F filing for Q2 2021, filed 3 Aug 2021.