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Ativo Capital Management’s Simon Property Group SPG Stock Holding History

Ativo Capital Management’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
Q4 		– Sell
-3,091
Closed -$481K – 113
2019
Q3 		$481K Sell
3,091
-7,476
-71% -$1.16M 0.23% 98
2019
Q2 		$1.69M Sell
10,567
-1,793
-15% -$309K 0.76% 42
2019
Q1 		$2.25M Sell
12,360
-98
-0.8% -$17.4K 0.95% 28
2018
Q4 		$2.09M Sell
12,458
-152
-1% -$27.2K 0.98% 23
2018
Q3 		$2.23M Buy
+12,610
New +$2.23M 0.6% 42
2017
Q2 		– Sell
-4,271
Closed -$735K – 238
2017
Q1 		$735K Sell
4,271
-12,298
-74% -$2.2M 0.18% 211
2016
Q4 		$2.94M Buy
16,569
+4
+0% +$743 0.69% 38
2016
Q3 		$3.43M Sell
16,565
-660
-4% -$143K 0.79% 25
2016
Q2 		$3.74M Sell
17,225
-401
-2% -$81.8K 0.91% 18
2016
Q1 		$3.66M Sell
17,626
-1,421
-7% -$273K 0.99% 23
2015
Q4 		$3.7M Sell
19,047
-1
-0% -$194 0.93% 24
2015
Q3 		$3.63M Buy
19,048
+6,960
+58% +$1.28M 0.97% 25
2015
Q2 		$2.3M Sell
12,088
-881
-7% -$162K 0.81% 24
2015
Q1 		$2.54M Buy
12,969
+1,675
+15% +$325K 0.99% 18
2014
Q4 		$2.06M Sell
11,294
-6,511
-37% -$1.16M 0.84% 21
2014
Q3 		$2.93M Buy
+17,805
New +$3M 1.15% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ativo Capital Management's SPG Position: Q4 2019 in Review

Ativo Capital Management sold out of Simon Property Group (SPG) in Q4 2019, closing a stake of 3,091 shares — an estimated $481K sold.

Ativo Capital Management first reported a position in SPG in Q3 2014 and held it in 16 quarters. The position peaked at $3.74M in Q2 2016. 787 funds tracked by Wall St. Rank hold SPG as of Q4 2019.

  • Ativo Capital Management reported no remaining Simon Property Group position as of Q4 2019 after selling out during the quarter.
  • Ativo Capital Management sold 3,091 Simon Property Group shares in Q4 2019, an estimated $481K.
  • Ativo Capital Management first reported a position in Simon Property Group in Q3 2014 and held it in 16 quarters.
  • Ativo Capital Management's Simon Property Group position peaked at $3.74M in Q2 2016.
  • 787 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2019.

Based on Ativo Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.