Delek Group’s Simon Property Group SPG Stock Holding History

Delek Group’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
2018 Q4	–	Sell	-60,000	Closed	-$10.5M	–	241
2018 Q3	$10.5M	Sell	60,000 -1,700	-3%	-$301K	0.44%	88
2018 Q2	$10.5M	Buy	61,700 +1,700	+3%	+$271K	0.45%	84
2018 Q1	$9.27M	Hold	60,000	–	–	0.48%	82
2017 Q4	$10.3M	Buy	+60,000	New	+$9.74M	0.55%	63

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

AAMU

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

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

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

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

Delek Group's SPG Position: Q4 2018 in Review

Delek Group sold out of Simon Property Group (SPG) in Q4 2018, closing a stake of 60,000 shares — an estimated $10.5M sold.

Delek Group first reported a position in SPG in Q4 2017 and held it in 4 quarters. The position peaked at $10.5M in Q3 2018. 784 funds tracked by Wall St. Rank hold SPG as of Q4 2018.

Delek Group reported no remaining Simon Property Group position as of Q4 2018 after selling out during the quarter.
Delek Group sold 60,000 Simon Property Group shares in Q4 2018, an estimated $10.5M.
Delek Group first reported a position in Simon Property Group in Q4 2017 and held it in 4 quarters.
Delek Group's Simon Property Group position peaked at $10.5M in Q3 2018.
784 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2018.

Based on Delek Group's 13F filing for Q4 2018, filed 14 Feb 2019.