Credit Suisse’s Simon Property Group SPG Stock Holding History

Credit Suisse’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 Q1	–	Sell	-22,300	Closed	-$3.56M	–	4258
2021 Q4	$3.56M	Sell	22,300 -76,800	-77%	-$11.7M	﹤0.01%	2305
2021 Q3	$12.9M	Buy	99,100 +60,300	+155%	+$7.85M	0.01%	1366
2021 Q2	$5.08M	Sell	38,800 -185,700	-83%	-$23.1M	﹤0.01%	2069
2021 Q1	$25.5M	Sell	224,500 -354,200	-61%	-$36.9M	0.01%	1034
2020 Q4	$49.4M	Buy	578,700 +299,000	+107%	+$22.8M	0.02%	723
2020 Q3	$18.1M	Buy	+279,700	New	+$18.3M	0.01%	1080
2020 Q1	–	Sell	-293,900	Closed	-$43.8M	–	4217
2019 Q4	$43.8M	Buy	293,900 +51,400	+21%	+$7.71M	0.03%	619
2019 Q3	$37.7M	Sell	242,500 -78,800	-25%	-$12.3M	0.03%	581
2019 Q2	$51.3M	Buy	321,300 +315,800	+5,742%	+$54.4M	0.05%	432
2019 Q1	$1M	Buy	+5,500	New	+$978K	﹤0.01%	2890
2015 Q4	–	Sell	-20,000	Closed	-$3.67M	–	4348
2015 Q3	$3.67M	Hold	20,000	–	–	﹤0.01%	1793
2015 Q2	$3.46M	Buy	+20,000	New	+$3.68M	﹤0.01%	2081
2013 Q4	–	Sell	-48,685	Closed	-$6.79M	–	4698
2013 Q3	$6.79M	Buy	48,685 +13,074	+37%	+$1.9M	0.01%	1398
2013 Q2	$5.29M	Buy	+35,611	New	+$5.71M	0.01%	1520

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse's SPG Position: Q1 2024 in Review

Credit Suisse reduced its Simon Property Group (SPG) stake by 6.7% in Q1 2024, selling an estimated $5.55M and leaving 528,133 shares worth $82.6M. The position accounts for 0.08% of the portfolio, ranked #248.

Credit Suisse first reported a position in SPG in Q2 2013 and has held it in 44 quarters since. The position peaked at $290M in Q3 2016. 1,081 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

Credit Suisse held 528,133 shares of Simon Property Group worth $82.6M as of Q1 2024.
Credit Suisse sold 37,833 Simon Property Group shares in Q1 2024, an estimated $5.55M.
Simon Property Group made up 0.08% of Credit Suisse's portfolio in Q1 2024, its #248 holding.
Credit Suisse first reported a position in Simon Property Group in Q2 2013 and has held it in 44 quarters since.
Credit Suisse's Simon Property Group position peaked at $290M in Q3 2016.
1,081 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.