Bernicke Wealth Management’s Simon Property Group SPG Stock Holding History

Bernicke Wealth 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
2020 Q2	$859K	Buy	+12,566	New	+$788K	0.63%	24

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

Bernicke Wealth Management's SPG Position: Q2 2020 in Review

Bernicke Wealth Management opened a new position in Simon Property Group (SPG) in Q2 2020: 12,566 shares worth $859K. The stake represents 0.63% of the portfolio and ranks #24 among its holdings.

675 funds tracked by Wall St. Rank hold SPG as of Q2 2020.

Bernicke Wealth Management held 12,566 shares of Simon Property Group worth $859K as of Q2 2020.
Simon Property Group was a new Bernicke Wealth Management position in Q2 2020.
Simon Property Group made up 0.63% of Bernicke Wealth Management's portfolio in Q2 2020, its #24 holding.
675 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2020.

Based on Bernicke Wealth Management's 13F filing for Q2 2020, filed 19 Aug 2020.