Bruce Berkowitz’s Simon Property Group SPG Stock Holding History

Bruce Berkowitz’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 Q4	–	Sell	-52,200	Closed	-$3.38M	–	22
2020 Q3	$3.38M	Buy	52,200 +23,200	+80%	+$1.52M	0.52%	8
2020 Q2	$1.98M	Sell	29,000 -20,000	-41%	-$1.25M	0.33%	6
2020 Q1	$2.69M	Buy	+49,000	New	+$5.86M	0.53%	5

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bruce Berkowitz's SPG Position: Q4 2020 in Review

Bruce Berkowitz sold out of Simon Property Group (SPG) in Q4 2020, closing a stake of 52,200 shares — an estimated $3.38M sold.

Bruce Berkowitz first reported a position in SPG in Q1 2020 and held it in 3 quarters. The position peaked at $3.38M in Q3 2020. 781 funds tracked by Wall St. Rank hold SPG as of Q4 2020.

Bruce Berkowitz reported no remaining Simon Property Group position as of Q4 2020 after selling out during the quarter.
Bruce Berkowitz sold 52,200 Simon Property Group shares in Q4 2020, an estimated $3.38M.
Bruce Berkowitz first reported a position in Simon Property Group in Q1 2020 and held it in 3 quarters.
Bruce Berkowitz's Simon Property Group position peaked at $3.38M in Q3 2020.
781 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2020.

Based on Fairholme Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.