Capital Guardian Trust’s Simon Property Group SPG Stock Holding History

Capital Guardian Trust’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
2018 Q4	–	Sell	-1,040	Closed	-$184K	–	440
2018 Q3	$184K	Buy	+1,040	New	+$184K	﹤0.01%	238
2017 Q2	–	Sell	-53	Closed	-$9K	–	496
2017 Q1	$9K	Hold	53	–	–	﹤0.01%	546
2016 Q4	$9K	Hold	53	–	–	﹤0.01%	585
2016 Q3	$11K	Hold	53	–	–	﹤0.01%	566
2016 Q2	$11K	Hold	53	–	–	﹤0.01%	548
2016 Q1	$11K	Hold	53	–	–	﹤0.01%	587
2015 Q4	$10K	Hold	53	–	–	﹤0.01%	585
2015 Q3	$10K	Hold	53	–	–	﹤0.01%	585
2015 Q2	$9K	Buy	+53	New	+$9.74K	﹤0.01%	591
2014 Q4	–	Sell	-55	Closed	-$9K	–	618
2014 Q3	$9K	Buy	+55	New	+$9.26K	﹤0.01%	500

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AAMU

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

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

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

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

Capital Guardian Trust's SPG Position: Q4 2018 in Review

Capital Guardian Trust sold out of Simon Property Group (SPG) in Q4 2018, closing a stake of 1,040 shares — an estimated $184K sold.

Capital Guardian Trust first reported a position in SPG in Q3 2014 and held it in 10 quarters. The position peaked at $184K in Q3 2018. 784 funds tracked by Wall St. Rank hold SPG as of Q4 2018.

Capital Guardian Trust reported no remaining Simon Property Group position as of Q4 2018 after selling out during the quarter.
Capital Guardian Trust sold 1,040 Simon Property Group shares in Q4 2018, an estimated $184K.
Capital Guardian Trust first reported a position in Simon Property Group in Q3 2014 and held it in 10 quarters.
Capital Guardian Trust's Simon Property Group position peaked at $184K in Q3 2018.
784 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.