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Boston Advisors’s Simon Property Group SPG Stock Holding History

Boston Advisors’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
Q3 		$210K Buy
+1,350
New +$210K 0.01% 572
2016
Q2 		– Sell
-38,766
Closed -$8.05M – 699
2016
Q1 		$8.05M Buy
38,766
+364
+0.9% +$69.9K 0.2% 133
2015
Q4 		$7.47M Sell
38,402
-158
-0.4% -$30.6K 0.17% 166
2015
Q3 		$7.08M Buy
+38,560
New +$7.07M 0.27% 115

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 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

Boston Advisors's SPG Position: Q3 2019 in Review

Boston Advisors opened a new position in Simon Property Group (SPG) in Q3 2019: 1,350 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: Boston Advisors previously reported a position in SPG as recently as Q1 2016.

Boston Advisors first reported a position in SPG in Q3 2015 and has held it in 4 quarters since. The position peaked at $8.05M in Q1 2016. 767 funds tracked by Wall St. Rank hold SPG as of Q3 2019.

  • Boston Advisors held 1,350 shares of Simon Property Group worth $210K as of Q3 2019.
  • Simon Property Group was a new Boston Advisors position in Q3 2019.
  • Simon Property Group made up 0.01% of Boston Advisors's portfolio in Q3 2019, its #572 holding.
  • Boston Advisors first reported a position in Simon Property Group in Q3 2015 and has held it in 4 quarters since.
  • Boston Advisors's Simon Property Group position peaked at $8.05M in Q1 2016.
  • 767 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.