Clear Harbor Asset Management’s Simon Property Group SPG Stock Holding History

Clear Harbor Asset 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
2022 Q4	–	Sell	-5,478	Closed	-$492K	–	381
2022 Q3	$492K	Buy	+5,478	New	+$560K	0.07%	196
2021 Q3	–	Sell	-10,478	Closed	-$1.37M	–	410
2021 Q2	$1.37M	Hold	10,478	–	–	0.17%	116
2021 Q1	$1.19M	Hold	10,478	–	–	0.16%	122
2020 Q4	$894K	Sell	10,478 -500	-5%	-$38.2K	0.13%	128
2020 Q3	$710K	Buy	+10,978	New	+$720K	0.12%	134
2020 Q1	–	Sell	-478	Closed	-$71.2K	–	617
2019 Q4	$71.2K	Buy	+478	New	+$71.7K	0.01%	378

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Clear Harbor Asset Management's SPG Position: Q4 2022 in Review

Clear Harbor Asset Management sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 5,478 shares — an estimated $492K sold.

Clear Harbor Asset Management first reported a position in SPG in Q4 2019 and held it in 6 quarters. The position peaked at $1.37M in Q2 2021. 993 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

Clear Harbor Asset Management reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
Clear Harbor Asset Management sold 5,478 Simon Property Group shares in Q4 2022, an estimated $492K.
Clear Harbor Asset Management first reported a position in Simon Property Group in Q4 2019 and held it in 6 quarters.
Clear Harbor Asset Management's Simon Property Group position peaked at $1.37M in Q2 2021.
993 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Clear Harbor Asset Management's 13F filing for Q4 2022, filed 20 Jan 2023.