CSat Investment Advisory’s Simon Property Group SPG Stock Holding History

CSat Investment Advisory’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
2021 Q1	$20K	Sell	180 -51	-22%	-$5.32K	0.02%	384
2020 Q4	$20K	Sell	231 -861	-79%	-$65.7K	0.02%	337
2020 Q3	$71K	Buy	1,092 +151	+16%	+$9.9K	0.01%	597
2020 Q2	$65K	Buy	941 +152	+19%	+$9.54K	0.01%	627
2020 Q1	$44K	Buy	789 +102	+15%	+$12.2K	0.01%	559
2019 Q4	$103K	Buy	687 +103	+18%	+$15.4K	0.03%	353
2019 Q3	$91K	Buy	584 +83	+17%	+$12.9K	0.03%	338
2019 Q2	$80K	Buy	501 +472	+1,628%	+$81.3K	0.03%	340
2019 Q1	$5K	Buy	29 +4	+16%	+$711	﹤0.01%	506
2018 Q4	$4K	Buy	25 +5	+25%	+$894	﹤0.01%	508
2018 Q3	$4K	Sell	20 -1	-5%	-$177	﹤0.01%	490
2018 Q2	$4K	Buy	+21	New	+$3.34K	﹤0.01%	489

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

CSat Investment Advisory's SPG Position: Q1 2021 in Review

CSat Investment Advisory reduced its Simon Property Group (SPG) stake by 22% in Q1 2021, selling an estimated $5.32K and leaving 180 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #384.

CSat Investment Advisory first reported a position in SPG in Q2 2018 and has held it in 12 quarters since. The position peaked at $103K in Q4 2019. 847 funds tracked by Wall St. Rank hold SPG as of Q1 2021.

CSat Investment Advisory held 180 shares of Simon Property Group worth $20K as of Q1 2021.
CSat Investment Advisory sold 51 Simon Property Group shares in Q1 2021, an estimated $5.32K.
Simon Property Group made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #384 holding.
CSat Investment Advisory first reported a position in Simon Property Group in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Simon Property Group position peaked at $103K in Q4 2019.
847 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.