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Bahl & Gaynor’s Simon Property Group SPG Stock Holding History

Bahl & Gaynor’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
2020
Q4 		– Sell
-3,094
Closed -$200K – 343
2020
Q3 		$200K Sell
3,094
-4,824
-61% -$316K ﹤0.01% 324
2020
Q2 		$541K Sell
7,918
-161,469
-95% -$10.1M ﹤0.01% 283
2020
Q1 		$9.29M Sell
169,387
-778,532
-82% -$93.1M 0.08% 100
2019
Q4 		$141M Sell
947,919
-97,076
-9% -$14.6M 0.98% 36
2019
Q3 		$163M Sell
1,044,995
-54,880
-5% -$8.53M 1.18% 32
2019
Q2 		$176M Buy
1,099,875
+277,663
+34% +$47.8M 1.3% 29
2019
Q1 		$150M Buy
822,212
+268,783
+49% +$47.8M 1.37% 30
2018
Q4 		$93M Buy
553,429
+292,573
+112% +$52.3M 0.99% 32
2018
Q3 		$46.1M Sell
260,856
-42,678
-14% -$7.55M 0.59% 48
2018
Q2 		$51.7M Buy
303,534
+50,090
+20% +$7.97M 0.54% 50
2018
Q1 		$39.1M Buy
+253,444
New +$40.3M 0.43% 58
2016
Q4 		– Sell
-1,134
Closed -$235K – 394
2016
Q3 		$235K Buy
1,134
+153
+16% +$33.2K ﹤0.01% 375
2016
Q2 		$213K Hold
981
– – ﹤0.01% 387
2016
Q1 		$204K Buy
+981
New +$188K ﹤0.01% 397
2015
Q2 		– Sell
-1,026
Closed -$200K – 453
2015
Q1 		$200K Buy
+1,026
New +$199K ﹤0.01% 422

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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bahl & Gaynor's SPG Position: Q4 2020 in Review

Bahl & Gaynor sold out of Simon Property Group (SPG) in Q4 2020, closing a stake of 3,094 shares — an estimated $200K sold.

Bahl & Gaynor first reported a position in SPG in Q1 2015 and held it in 15 quarters. The position peaked at $176M in Q2 2019. 780 funds tracked by Wall St. Rank hold SPG as of Q4 2020.

  • Bahl & Gaynor reported no remaining Simon Property Group position as of Q4 2020 after selling out during the quarter.
  • Bahl & Gaynor sold 3,094 Simon Property Group shares in Q4 2020, an estimated $200K.
  • Bahl & Gaynor first reported a position in Simon Property Group in Q1 2015 and held it in 15 quarters.
  • Bahl & Gaynor's Simon Property Group position peaked at $176M in Q2 2019.
  • 780 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2020.

Based on Bahl & Gaynor's 13F filing for Q4 2020, filed 2 Feb 2021.