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Dean Investment Associates’s Simon Property Group SPG Stock Holding History

Dean Investment Associates’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
Q1 		– Sell
-14,007
Closed -$2.09M – 261
2019
Q4 		$2.09M Sell
14,007
-1,703
-11% -$255K 0.33% 134
2019
Q3 		$2.44M Buy
15,710
+386
+3% +$60K 0.36% 124
2019
Q2 		$2.45M Buy
15,324
+195
+1% +$33.6K 0.35% 128
2019
Q1 		$2.76M Buy
15,129
+146
+1% +$25.9K 0.4% 108
2018
Q4 		$2.52M Buy
14,983
+1,144
+8% +$205K 0.4% 109
2018
Q3 		$2.45M Buy
13,839
+380
+3% +$67.2K 0.34% 121
2018
Q2 		$2.29M Sell
13,459
-242
-2% -$38.5K 0.34% 121
2018
Q1 		$2.12M Buy
13,701
+1,168
+9% +$186K 0.31% 119
2017
Q4 		$2.15M Buy
12,533
+7,212
+136% +$1.17M 0.33% 130
2017
Q3 		$857K Buy
5,321
+1,466
+38% +$234K 0.13% 149
2017
Q2 		$624K Sell
3,855
-210
-5% -$34.2K 0.09% 188
2017
Q1 		$699K Buy
+4,065
New +$726K 0.12% 158

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dean Investment Associates's SPG Position: Q1 2020 in Review

Dean Investment Associates sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 14,007 shares — an estimated $2.09M sold.

Dean Investment Associates first reported a position in SPG in Q1 2017 and held it in 12 quarters. The position peaked at $2.76M in Q1 2019. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

  • Dean Investment Associates reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
  • Dean Investment Associates sold 14,007 Simon Property Group shares in Q1 2020, an estimated $2.09M.
  • Dean Investment Associates first reported a position in Simon Property Group in Q1 2017 and held it in 12 quarters.
  • Dean Investment Associates's Simon Property Group position peaked at $2.76M in Q1 2019.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on Dean Investment Associates's 13F filing for Q1 2020, filed 14 May 2020.