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Aristotle Fund’s Simon Property Group SPG Stock Holding History

Aristotle Fund’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
2019
Q2 		$959K Sell
6,000
-6,000
-50% -$1.03M 15.3% 2
2019
Q1 		$2.19M Buy
+12,000
New +$2.13M 10.96% 4

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 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

Aristotle Fund's SPG Position: Q2 2019 in Review

Aristotle Fund reduced its Simon Property Group (SPG) stake by 50% in Q2 2019, selling an estimated $1.03M and leaving 6,000 shares worth $959K. The position accounts for 15.3% of the portfolio, ranked #2.

Aristotle Fund first reported a position in SPG in Q1 2019 and has held it in 2 quarters since. The position peaked at $2.19M in Q1 2019. 770 funds tracked by Wall St. Rank hold SPG as of Q2 2019.

  • Aristotle Fund held 6,000 shares of Simon Property Group worth $959K as of Q2 2019.
  • Aristotle Fund sold 6,000 Simon Property Group shares in Q2 2019, an estimated $1.03M.
  • Simon Property Group made up 15.3% of Aristotle Fund's portfolio in Q2 2019, its #2 holding.
  • Aristotle Fund first reported a position in Simon Property Group in Q1 2019 and has held it in 2 quarters since.
  • Aristotle Fund's Simon Property Group position peaked at $2.19M in Q1 2019.
  • 770 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2019.

Based on Aristotle Fund's 13F filing for Q2 2019, filed 12 Aug 2019.