Bowling Portfolio Management’s Simon Property Group SPG Stock Holding History

Bowling Portfolio 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
2019 Q2	–	Sell	-5,980	Closed	-$1.09M	–	389
2019 Q1	$1.09M	Sell	5,980 -102	-2%	-$18.1K	0.17%	207
2018 Q4	$1.02M	Buy	+6,082	New	+$1.09M	0.18%	200
2017 Q4	–	Sell	-5,838	Closed	-$940K	–	398
2017 Q3	$940K	Buy	+5,838	New	+$932K	0.14%	229
2017 Q2	–	Sell	-7,695	Closed	-$1.32M	–	405
2017 Q1	$1.32M	Buy	+7,695	New	+$1.37M	0.22%	123

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

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

Bowling Portfolio Management's SPG Position: Q2 2019 in Review

Bowling Portfolio Management sold out of Simon Property Group (SPG) in Q2 2019, closing a stake of 5,980 shares — an estimated $1.09M sold.

Bowling Portfolio Management first reported a position in SPG in Q1 2017 and held it in 4 quarters. The position peaked at $1.32M in Q1 2017. 770 funds tracked by Wall St. Rank hold SPG as of Q2 2019.

Bowling Portfolio Management reported no remaining Simon Property Group position as of Q2 2019 after selling out during the quarter.
Bowling Portfolio Management sold 5,980 Simon Property Group shares in Q2 2019, an estimated $1.09M.
Bowling Portfolio Management first reported a position in Simon Property Group in Q1 2017 and held it in 4 quarters.
Bowling Portfolio Management's Simon Property Group position peaked at $1.32M in Q1 2017.
770 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2019.

Based on Bowling Portfolio Management's 13F filing for Q2 2019, filed 25 Jul 2019.