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Ameritas Investment Company’s Simon Property Group SPG Stock Holding History

Ameritas Investment 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
Q2 		– Sell
-217
Closed -$24.7K – 1882
2021
Q1 		$24.7K Buy
+217
New +$22.6K ﹤0.01% 1204
2020
Q2 		– Sell
-328
Closed -$16K – 1412
2020
Q1 		$16K Sell
328
-6
-2% -$717 ﹤0.01% 1079
2019
Q4 		$50K Sell
334
-62
-16% -$9.3K 0.01% 578
2019
Q3 		$62K Buy
+396
New +$61.6K 0.01% 608
2019
Q2 		– Sell
-3,531
Closed -$643K – 777
2019
Q1 		$643K Buy
+3,531
New +$628K 0.12% 144

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

Ameritas Investment Company's SPG Position: Q2 2021 in Review

Ameritas Investment Company sold out of Simon Property Group (SPG) in Q2 2021, closing a stake of 217 shares — an estimated $24.7K sold.

Ameritas Investment Company first reported a position in SPG in Q1 2019 and held it in 5 quarters. The position peaked at $643K in Q1 2019. 906 funds tracked by Wall St. Rank hold SPG as of Q2 2021.

  • Ameritas Investment Company reported no remaining Simon Property Group position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 217 Simon Property Group shares in Q2 2021, an estimated $24.7K.
  • Ameritas Investment Company first reported a position in Simon Property Group in Q1 2019 and held it in 5 quarters.
  • Ameritas Investment Company's Simon Property Group position peaked at $643K in Q1 2019.
  • 906 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.