EARNEST Partners’s Simon Property Group SPG Stock Holding History

EARNEST Partners’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
2023 Q4	–	Sell	-178	Closed	-$19.2K	–	969
2023 Q3	$19.2K	Hold	178	–	–	﹤0.01%	505
2023 Q2	$20.6K	Hold	178	–	–	﹤0.01%	476
2023 Q1	$19.9K	Hold	178	–	–	﹤0.01%	482
2022 Q4	$20.9K	Hold	178	–	–	﹤0.01%	477
2022 Q3	$16K	Hold	178	–	–	﹤0.01%	500
2022 Q2	$17K	Hold	178	–	–	﹤0.01%	494
2022 Q1	$23K	Hold	178	–	–	﹤0.01%	468
2021 Q4	$28K	Hold	178	–	–	﹤0.01%	435
2021 Q3	$23K	Hold	178	–	–	﹤0.01%	451
2021 Q2	$23K	Hold	178	–	–	﹤0.01%	446
2021 Q1	$20K	Hold	178	–	–	﹤0.01%	469
2020 Q4	$15K	Hold	178	–	–	﹤0.01%	516
2020 Q3	$12K	Hold	178	–	–	﹤0.01%	520
2020 Q2	$12K	Buy	+178	New	+$11.2K	﹤0.01%	524
2019 Q2	–	Sell	-151	Closed	-$28K	–	1194
2019 Q1	$28K	Hold	151	–	–	﹤0.01%	388
2018 Q4	$25K	Hold	151	–	–	﹤0.01%	385
2018 Q3	$27K	Hold	151	–	–	﹤0.01%	387
2018 Q2	$26K	Buy	+151	New	+$24K	﹤0.01%	389
2017 Q1	–	Sell	-165	Closed	-$29K	–	799
2016 Q4	$29K	Buy	+165	New	+$30.6K	﹤0.01%	343

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners's SPG Position: Q4 2023 in Review

EARNEST Partners sold out of Simon Property Group (SPG) in Q4 2023, closing a stake of 178 shares — an estimated $19.2K sold.

EARNEST Partners first reported a position in SPG in Q4 2016 and held it in 19 quarters. The position peaked at $29K in Q4 2016. 1,054 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

EARNEST Partners reported no remaining Simon Property Group position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 178 Simon Property Group shares in Q4 2023, an estimated $19.2K.
EARNEST Partners first reported a position in Simon Property Group in Q4 2016 and held it in 19 quarters.
EARNEST Partners's Simon Property Group position peaked at $29K in Q4 2016.
1,054 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.