Contravisory Investment Management’s Simon Property Group SPG Stock Holding History

Contravisory Investment 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 Q3	–	Sell	-21	Closed	-$2K	–	358
2022 Q2	$2K	Sell	21 -33,026	-100%	-$3.78M	﹤0.01%	320
2022 Q1	$4.35M	Sell	33,047 -132	-0.4%	-$18.8K	1.23%	39
2021 Q4	$5.3M	Buy	+33,179	New	+$5.06M	1.43%	34
2019 Q2	–	Sell	-22,093	Closed	-$4.03M	–	327
2019 Q1	$4.03M	Buy	+22,093	New	+$3.93M	1.56%	32
2016 Q3	–	Sell	-10	Closed	-$2K	–	320
2016 Q2	$2K	Hold	10	–	–	﹤0.01%	191
2016 Q1	$2K	Hold	10	–	–	﹤0.01%	181
2015 Q4	$2K	Buy	+10	New	+$1.94K	﹤0.01%	189

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Contravisory Investment Management's SPG Position: Q3 2022 in Review

Contravisory Investment Management sold out of Simon Property Group (SPG) in Q3 2022, closing a stake of 21 shares — an estimated $2K sold.

Contravisory Investment Management first reported a position in SPG in Q4 2015 and held it in 7 quarters. The position peaked at $5.3M in Q4 2021. 919 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

Contravisory Investment Management reported no remaining Simon Property Group position as of Q3 2022 after selling out during the quarter.
Contravisory Investment Management sold 21 Simon Property Group shares in Q3 2022, an estimated $2K.
Contravisory Investment Management first reported a position in Simon Property Group in Q4 2015 and held it in 7 quarters.
Contravisory Investment Management's Simon Property Group position peaked at $5.3M in Q4 2021.
919 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on Contravisory Investment Management's 13F filing for Q3 2022, filed 12 Oct 2022.