ARMT
SPG icon

Amica Retiree Medical Trust’s Simon Property Group SPG Stock Holding History

Amica Retiree Medical Trust’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
-2,113
Closed -$240K – 141
2021
Q1 		$240K Sell
2,113
-341
-14% -$35.6K 0.16% 116
2020
Q4 		$209K Buy
2,454
+293
+14% +$22.4K 0.15% 140
2020
Q3 		$140K Hold
2,161
– – 0.11% 154
2020
Q2 		$148K Hold
2,161
– – 0.12% 175
2020
Q1 		$119K Sell
2,161
-1,595
-42% -$191K 0.11% 203
2019
Q4 		$559K Hold
3,756
– – 0.43% 57
2019
Q3 		$585K Hold
3,756
– – 0.47% 56
2019
Q2 		$600K Sell
3,756
-178
-5% -$30.7K 0.49% 53
2019
Q1 		$717K Hold
3,934
– – 0.63% 36
2018
Q4 		$661K Sell
3,934
-393
-9% -$70.3K 0.63% 40
2018
Q3 		$765K Hold
4,327
– – 0.63% 35
2018
Q2 		$736K Buy
4,327
+1,036
+31% +$165K 0.64% 33
2018
Q1 		$508K Sell
3,291
-829
-20% -$132K 0.44% 62
2017
Q4 		$708K Hold
4,120
– – 0.54% 47
2017
Q3 		$663K Buy
+4,120
New +$658K 0.52% 48
2016
Q4 		– Sell
-3,112
Closed -$644K – 441
2016
Q3 		$644K Hold
3,112
– – 0.54% 42
2016
Q2 		$675K Hold
3,112
– – 0.58% 42
2016
Q1 		$646K Hold
3,112
– – 0.55% 46
2015
Q4 		$605K Sell
3,112
-1,220
-28% -$236K 0.52% 49
2015
Q3 		$796K Sell
4,332
-1,043
-19% -$191K 0.72% 36
2015
Q2 		$930K Hold
5,375
– – 0.79% 30
2015
Q1 		$1.05M Sell
5,375
-700
-12% -$136K 0.89% 20
2014
Q4 		$1.11M Sell
6,075
-881
-13% -$156K 0.89% 20
2014
Q3 		$1.14M Buy
6,956
+1,434
+26% +$241K 0.97% 20
2014
Q2 		$918K Sell
5,522
-1,596
-22% -$261K 0.76% 32
2014
Q1 		$1.1M Hold
7,118
– – 0.94% 26
2013
Q4 		$1.02M Buy
+7,118
New +$1.03M 0.89% 28

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

Amica Retiree Medical Trust's SPG Position: Q2 2021 in Review

Amica Retiree Medical Trust sold out of Simon Property Group (SPG) in Q2 2021, closing a stake of 2,113 shares — an estimated $240K sold.

Amica Retiree Medical Trust first reported a position in SPG in Q4 2013 and held it in 27 quarters. The position peaked at $1.14M in Q3 2014. 906 funds tracked by Wall St. Rank hold SPG as of Q2 2021.

  • Amica Retiree Medical Trust reported no remaining Simon Property Group position as of Q2 2021 after selling out during the quarter.
  • Amica Retiree Medical Trust sold 2,113 Simon Property Group shares in Q2 2021, an estimated $240K.
  • Amica Retiree Medical Trust first reported a position in Simon Property Group in Q4 2013 and held it in 27 quarters.
  • Amica Retiree Medical Trust's Simon Property Group position peaked at $1.14M in Q3 2014.
  • 906 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2021.

Based on Amica Retiree Medical Trust's 13F filing for Q2 2021, filed 4 Aug 2021.