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Ferris Capital’s Simon Property Group SPG Stock Holding History

Ferris Capital’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
2019
Q2 		– Sell
-200
Closed -$36K – 545
2019
Q1 		$36K Sell
200
-21
-10% -$3.73K 0.01% 298
2018
Q4 		$37K Sell
221
-7
-3% -$1.25K 0.02% 273
2018
Q3 		$40K Sell
228
-32
-12% -$5.66K 0.02% 280
2018
Q2 		$44K Sell
260
-27
-9% -$4.3K 0.02% 266
2018
Q1 		$44K Buy
+287
New +$45.7K 0.02% 297
2017
Q3 		– Sell
-411
Closed -$66K – 508
2017
Q2 		$66K Buy
+411
New +$66.9K 0.03% 229

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ferris Capital's SPG Position: Q2 2019 in Review

Ferris Capital sold out of Simon Property Group (SPG) in Q2 2019, closing a stake of 200 shares — an estimated $36K sold.

Ferris Capital first reported a position in SPG in Q2 2017 and held it in 6 quarters. The position peaked at $66K in Q2 2017. 770 funds tracked by Wall St. Rank hold SPG as of Q2 2019.

  • Ferris Capital reported no remaining Simon Property Group position as of Q2 2019 after selling out during the quarter.
  • Ferris Capital sold 200 Simon Property Group shares in Q2 2019, an estimated $36K.
  • Ferris Capital first reported a position in Simon Property Group in Q2 2017 and held it in 6 quarters.
  • Ferris Capital's Simon Property Group position peaked at $66K in Q2 2017.
  • 770 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.