EMFAT
SPG icon

Emerald Mutual Fund Advisers Trust’s Simon Property Group SPG Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2021
Q1 		– Sell
-7,880
Closed -$672K – 241
2020
Q4 		$672K Buy
7,880
+2,670
+51% +$204K 0.02% 188
2020
Q3 		$337K Buy
+5,210
New +$342K 0.01% 212

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's SPG Position: Q1 2021 in Review

Emerald Mutual Fund Advisers Trust sold out of Simon Property Group (SPG) in Q1 2021, closing a stake of 7,880 shares — an estimated $672K sold.

Emerald Mutual Fund Advisers Trust first reported a position in SPG in Q3 2020 and held it in 2 quarters. The position peaked at $672K in Q4 2020. 846 funds tracked by Wall St. Rank hold SPG as of Q1 2021.

  • Emerald Mutual Fund Advisers Trust reported no remaining Simon Property Group position as of Q1 2021 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 7,880 Simon Property Group shares in Q1 2021, an estimated $672K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Simon Property Group in Q3 2020 and held it in 2 quarters.
  • Emerald Mutual Fund Advisers Trust's Simon Property Group position peaked at $672K in Q4 2020.
  • 846 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2021.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2021, filed 29 Apr 2021.