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Cornerstone Advisors (Washington)’s Simon Property Group SPG Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		$100K Buy
1,542
+99
+7% +$6.49K 0.01% 172
2020
Q2 		$99K Buy
1,443
+458
+46% +$28.7K 0.01% 169
2020
Q1 		$54K Buy
985
+437
+80% +$52.3K 0.01% 209
2019
Q4 		$82K Buy
548
+68
+14% +$10.2K 0.01% 176
2019
Q3 		$75K Buy
480
+9
+2% +$1.4K 0.01% 174
2019
Q2 		$75K Sell
471
-7
-1% -$1.21K 0.01% 305
2019
Q1 		$87K Buy
478
+63
+15% +$11.2K 0.01% 245
2018
Q4 		$70K Buy
415
+46
+12% +$8.22K 0.01% 244
2018
Q3 		$65K Buy
369
+68
+23% +$12K 0.04% 269
2018
Q2 		$51K Buy
301
+10
+3% +$1.59K 0.03% 294
2018
Q1 		$45K Sell
291
-450
-61% -$71.6K 0.03% 311
2017
Q4 		$127K Sell
741
-4
-0.5% -$650 0.08% 163
2017
Q3 		$120K Sell
745
-8
-1% -$1.28K 0.08% 174
2017
Q2 		$122K Sell
753
-5
-0.7% -$814 0.07% 162
2017
Q1 		$130K Sell
758
-211
-22% -$37.7K 0.07% 157
2016
Q4 		$172K Sell
969
-354
-27% -$65.7K 0.14% 105
2016
Q3 		$274K Buy
1,323
+1,022
+340% +$222K 0.23% 58
2016
Q2 		$65K Hold
301
– – 0.07% 133
2016
Q1 		$63K Buy
301
+54
+22% +$10.4K 0.07% 141
2015
Q4 		$48K Hold
247
– – 0.05% 186
2015
Q3 		$45K Hold
247
– – 0.04% 190
2015
Q2 		$43K Hold
247
– – 0.04% 182
2015
Q1 		$48K Hold
247
– – 0.04% 191
2014
Q4 		$45K Hold
247
– – 0.03% 192
2014
Q3 		$41K Buy
247
+8
+3% +$1.35K 0.03% 89
2014
Q2 		$40K Buy
239
+12
+5% +$1.96K 0.04% 100
2014
Q1 		$35K Buy
+227
New +$33.8K 0.04% 98

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cornerstone Advisors (Washington)'s SPG Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its Simon Property Group (SPG) stake by 6.9% in Q3 2020, buying an estimated $6.49K and bringing the position to 1,542 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #172.

Cornerstone Advisors (Washington) first reported a position in SPG in Q1 2014 and has held it in 27 quarters since. The position peaked at $274K in Q3 2016. 672 funds tracked by Wall St. Rank hold SPG as of Q3 2020.

  • Cornerstone Advisors (Washington) held 1,542 shares of Simon Property Group worth $100K as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 99 Simon Property Group shares in Q3 2020, an estimated $6.49K.
  • Simon Property Group made up 0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #172 holding.
  • Cornerstone Advisors (Washington) first reported a position in Simon Property Group in Q1 2014 and has held it in 27 quarters since.
  • Cornerstone Advisors (Washington)'s Simon Property Group position peaked at $274K in Q3 2016.
  • 672 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.