Barnett & Company’s Simon Property Group SPG Stock Holding History

Barnett & 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
2019 Q4	–	Sell	-10	Closed	-$2K	–	499
2019 Q3	$2K	Buy	+10	New	+$1.55K	﹤0.01%	326

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barnett & Company's SPG Position: Q4 2019 in Review

Barnett & Company sold out of Simon Property Group (SPG) in Q4 2019, closing a stake of 10 shares — an estimated $2K sold.

Barnett & Company first reported a position in SPG in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 787 funds tracked by Wall St. Rank hold SPG as of Q4 2019.

Barnett & Company reported no remaining Simon Property Group position as of Q4 2019 after selling out during the quarter.
Barnett & Company sold 10 Simon Property Group shares in Q4 2019, an estimated $2K.
Barnett & Company first reported a position in Simon Property Group in Q3 2019 and held it in 1 quarter.
Barnett & Company's Simon Property Group position peaked at $2K in Q3 2019.
787 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2019.

Based on Barnett & Company's 13F filing for Q4 2019, filed 22 Jan 2020.