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Charles Stewart Mott Foundation’s Simon Property Group SPG Stock Holding History

Charles Stewart Mott Foundation’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
2015
Q4 		– Sell
-1,300
Closed -$239K – 71
2015
Q3 		$239K Buy
+1,300
New +$238K 0.27% 71

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Charles Stewart Mott Foundation's SPG Position: Q4 2015 in Review

Charles Stewart Mott Foundation sold out of Simon Property Group (SPG) in Q4 2015, closing a stake of 1,300 shares — an estimated $239K sold.

Charles Stewart Mott Foundation first reported a position in SPG in Q3 2015 and held it in 1 quarter. The position peaked at $239K in Q3 2015. 673 funds tracked by Wall St. Rank hold SPG as of Q4 2015.

  • Charles Stewart Mott Foundation reported no remaining Simon Property Group position as of Q4 2015 after selling out during the quarter.
  • Charles Stewart Mott Foundation sold 1,300 Simon Property Group shares in Q4 2015, an estimated $239K.
  • Charles Stewart Mott Foundation first reported a position in Simon Property Group in Q3 2015 and held it in 1 quarter.
  • Charles Stewart Mott Foundation's Simon Property Group position peaked at $239K in Q3 2015.
  • 673 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2015.

Based on Charles Stewart Mott Foundation's 13F filing for Q4 2015, filed 16 Feb 2016.