Barrow, Hanley, Mewhinney & Strauss’s Simon Property Group SPG Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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 Q2	–	Sell	-1,999,198	Closed	-$110M	–	386
2020 Q1	$110M	Sell	1,999,198 -85,675	-4%	-$10.2M	0.5%	56
2019 Q4	$311M	Buy	2,084,873 +740,845	+55%	+$111M	0.99%	43
2019 Q3	$209M	Buy	1,344,028 +1,343,913	+1,168,620%	+$209M	0.41%	62
2019 Q2	$18K	Hold	115	–	–	﹤0.01%	327
2019 Q1	$21K	Hold	115	–	–	﹤0.01%	330
2018 Q4	$19K	Hold	115	–	–	﹤0.01%	334
2018 Q3	$20K	Sell	115 -1	-0.9%	-$177	﹤0.01%	348
2018 Q2	$20K	Sell	116 -15	-11%	-$2.39K	﹤0.01%	352
2018 Q1	$20K	Sell	131 -2	-2%	-$318	﹤0.01%	398
2017 Q4	$23K	Hold	133	–	–	﹤0.01%	391
2017 Q3	$21K	Buy	133 +6	+5%	+$958	﹤0.01%	404
2017 Q2	$21K	Sell	127 -14	-10%	-$2.28K	﹤0.01%	406
2017 Q1	$24K	Buy	+141	New	+$25.2K	﹤0.01%	389

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's SPG Position: Q2 2020 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Simon Property Group (SPG) in Q2 2020, closing a stake of 1,999,198 shares — an estimated $110M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in SPG in Q1 2017 and held it in 13 quarters. The position peaked at $311M in Q4 2019. 675 funds tracked by Wall St. Rank hold SPG as of Q2 2020.

Barrow, Hanley, Mewhinney & Strauss reported no remaining Simon Property Group position as of Q2 2020 after selling out during the quarter.
Barrow, Hanley, Mewhinney & Strauss sold 1,999,198 Simon Property Group shares in Q2 2020, an estimated $110M.
Barrow, Hanley, Mewhinney & Strauss first reported a position in Simon Property Group in Q1 2017 and held it in 13 quarters.
Barrow, Hanley, Mewhinney & Strauss's Simon Property Group position peaked at $311M in Q4 2019.
675 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2020.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2020, filed 12 Aug 2020.