Daiwa SB Investments’s Simon Property Group SPG Stock Holding History

Daiwa SB Investments’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
2019 Q1	$814K	Sell	4,470 -820	-16%	-$146K	0.16%	81
2018 Q4	$889K	Buy	5,290 +2,050	+63%	+$366K	0.21%	78
2018 Q3	$573K	Buy	3,240 +3,110	+2,392%	+$550K	0.11%	100
2018 Q2	$22K	Hold	130	–	–	0.01%	201
2018 Q1	$20K	Buy	130 +20	+18%	+$3.18K	0.01%	196
2017 Q4	$19K	Sell	110 -10	-8%	-$1.62K	0.01%	197
2017 Q3	$19K	Sell	120 -2,750	-96%	-$439K	0.01%	198
2017 Q2	$464K	Sell	2,870 -330	-10%	-$53.7K	0.13%	102
2017 Q1	$550K	Sell	3,200 -60	-2%	-$10.7K	0.15%	97
2016 Q4	$579K	Buy	3,260 +1,180	+57%	+$219K	0.15%	100
2016 Q3	$431K	Buy	+2,080	New	+$451K	0.11%	112
2016 Q2	–	Sell	-1,190	Closed	-$247K	–	182
2016 Q1	$247K	Sell	1,190 -150	-11%	-$28.8K	0.06%	96
2015 Q4	$261K	Buy	+1,340	New	+$260K	0.06%	101

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

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

Daiwa SB Investments's SPG Position: Q1 2019 in Review

Daiwa SB Investments reduced its Simon Property Group (SPG) stake by 16% in Q1 2019, selling an estimated $146K and leaving 4,470 shares worth $814K. The position accounts for 0.16% of the portfolio, ranked #81.

Daiwa SB Investments first reported a position in SPG in Q4 2015 and has held it in 13 quarters since. The position peaked at $889K in Q4 2018. 804 funds tracked by Wall St. Rank hold SPG as of Q1 2019.

Daiwa SB Investments held 4,470 shares of Simon Property Group worth $814K as of Q1 2019.
Daiwa SB Investments sold 820 Simon Property Group shares in Q1 2019, an estimated $146K.
Simon Property Group made up 0.16% of Daiwa SB Investments's portfolio in Q1 2019, its #81 holding.
Daiwa SB Investments first reported a position in Simon Property Group in Q4 2015 and has held it in 13 quarters since.
Daiwa SB Investments's Simon Property Group position peaked at $889K in Q4 2018.
804 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2019.

Based on Daiwa SB Investments's 13F filing for Q1 2019, filed 18 Apr 2019.