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Eagle Ridge Investment Management’s Simon Property Group SPG Stock Holding History

Eagle Ridge Investment Management’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
Q1 		– Sell
-2,195
Closed -$377K – 182
2017
Q4 		$377K Hold
2,195
– – 0.06% 129
2017
Q3 		$353K Buy
+2,195
New +$351K 0.06% 126

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eagle Ridge Investment Management's SPG Position: Q1 2018 in Review

Eagle Ridge Investment Management sold out of Simon Property Group (SPG) in Q1 2018, closing a stake of 2,195 shares — an estimated $377K sold.

Eagle Ridge Investment Management first reported a position in SPG in Q3 2017 and held it in 2 quarters. The position peaked at $377K in Q4 2017. 691 funds tracked by Wall St. Rank hold SPG as of Q1 2018.

  • Eagle Ridge Investment Management reported no remaining Simon Property Group position as of Q1 2018 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 2,195 Simon Property Group shares in Q1 2018, an estimated $377K.
  • Eagle Ridge Investment Management first reported a position in Simon Property Group in Q3 2017 and held it in 2 quarters.
  • Eagle Ridge Investment Management's Simon Property Group position peaked at $377K in Q4 2017.
  • 691 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2018.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2018, filed 25 Apr 2018.