BSA
SPG icon

Braun Stacey Associates’s Simon Property Group SPG Stock Holding History

Braun Stacey Associates’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 		– Sell
-61,211
Closed -$9.78M – 125
2019
Q2 		$9.78M Sell
61,211
-821
-1% -$141K 0.63% 88
2019
Q1 		$11.3M Buy
62,032
+2,366
+4% +$421K 0.75% 75
2018
Q4 		$10M Buy
59,666
+1,965
+3% +$351K 0.79% 64
2018
Q3 		$10.2M Buy
+57,701
New +$10.2M 0.65% 80
2015
Q3 		– Sell
-1,950
Closed -$337K – 248
2015
Q2 		$337K Buy
+1,950
New +$358K 0.01% 260
2013
Q3 		– Sell
-2,392
Closed -$355K – 163
2013
Q2 		$355K Buy
+2,392
New +$384K 0.02% 126

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

Braun Stacey Associates's SPG Position: Q3 2019 in Review

Braun Stacey Associates sold out of Simon Property Group (SPG) in Q3 2019, closing a stake of 61,211 shares — an estimated $9.78M sold.

Braun Stacey Associates first reported a position in SPG in Q2 2013 and held it in 6 quarters. The position peaked at $11.3M in Q1 2019. 767 funds tracked by Wall St. Rank hold SPG as of Q3 2019.

  • Braun Stacey Associates reported no remaining Simon Property Group position as of Q3 2019 after selling out during the quarter.
  • Braun Stacey Associates sold 61,211 Simon Property Group shares in Q3 2019, an estimated $9.78M.
  • Braun Stacey Associates first reported a position in Simon Property Group in Q2 2013 and held it in 6 quarters.
  • Braun Stacey Associates's Simon Property Group position peaked at $11.3M in Q1 2019.
  • 767 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2019.

Based on Braun Stacey Associates's 13F filing for Q3 2019, filed 31 Oct 2019.