American Research & Management Company’s Simon Property Group SPG Stock Holding History

American Research & Management Company’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 Q1	–	Sell	-267	Closed	-$23K	–	392
2020 Q4	$23K	Hold	267	–	–	0.01%	246
2020 Q3	$17K	Hold	267	–	–	0.01%	242
2020 Q2	$18K	Sell	267 -267	-50%	-$16.7K	0.01%	249
2020 Q1	$29K	Sell	534 -267	-33%	-$31.9K	0.01%	206
2019 Q4	$119K	Hold	801	–	–	0.04%	147
2019 Q3	$125K	Hold	801	–	–	0.04%	145
2019 Q2	$128K	Hold	801	–	–	0.04%	153
2019 Q1	$146K	Buy	+801	New	+$142K	0.04%	148
2018 Q1	–	Sell	-160	Closed	-$27K	–	377
2017 Q4	$27K	Buy	+160	New	+$26K	0.01%	235

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

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

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

American Research & Management Company's SPG Position: Q1 2021 in Review

American Research & Management Company sold out of Simon Property Group (SPG) in Q1 2021, closing a stake of 267 shares — an estimated $23K sold.

American Research & Management Company first reported a position in SPG in Q4 2017 and held it in 9 quarters. The position peaked at $146K in Q1 2019. 847 funds tracked by Wall St. Rank hold SPG as of Q1 2021.

American Research & Management Company reported no remaining Simon Property Group position as of Q1 2021 after selling out during the quarter.
American Research & Management Company sold 267 Simon Property Group shares in Q1 2021, an estimated $23K.
American Research & Management Company first reported a position in Simon Property Group in Q4 2017 and held it in 9 quarters.
American Research & Management Company's Simon Property Group position peaked at $146K in Q1 2019.
847 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2021.

Based on American Research & Management Company's 13F filing for Q1 2021, filed 6 Apr 2021.