Foresters Asset Management’s Simon Property Group SPG Stock Holding History

Foresters Asset 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
2019 Q2	$75K	Buy	470 +90	+24%	+$15.5K	0.04%	36
2019 Q1	$69K	Sell	380 -120	-24%	-$21.3K	0.04%	34
2018 Q4	$85K	Sell	500 -200	-29%	-$35.8K	0.05%	34
2018 Q3	$159K	Sell	700 -200	-22%	-$35.4K	0.05%	44
2018 Q2	$202K	Hold	900	–	–	0.07%	46
2018 Q1	$180K	Hold	900	–	–	0.13%	32
2017 Q4	$189K	Sell	900 -3,900	-81%	-$633K	0.08%	53
2017 Q3	$967K	Sell	4,800 -200	-4%	-$31.9K	0.37%	36
2017 Q2	$1.05M	Hold	5,000	–	–	0.43%	37
2017 Q1	$1.15M	Sell	5,000 -900	-15%	-$161K	0.53%	31
2016 Q4	$1.05M	Buy	5,900 +300	+5%	+$55.7K	0.59%	29
2016 Q3	$1.2M	Buy	5,600 +800	+17%	+$173K	0.62%	32
2016 Q2	$1.04M	Buy	+4,800	New	+$980K	0.54%	35

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

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

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Foresters Asset Management's SPG Position: Q2 2019 in Review

Foresters Asset Management increased its Simon Property Group (SPG) stake by 24% in Q2 2019, buying an estimated $15.5K and bringing the position to 470 shares worth $75K. The position accounts for 0.04% of the portfolio, ranked #36.

Foresters Asset Management first reported a position in SPG in Q2 2016 and has held it in 13 quarters since. The position peaked at $1.2M in Q3 2016. 770 funds tracked by Wall St. Rank hold SPG as of Q2 2019.

Foresters Asset Management held 470 shares of Simon Property Group worth $75K as of Q2 2019.
Foresters Asset Management bought 90 Simon Property Group shares in Q2 2019, an estimated $15.5K.
Simon Property Group made up 0.04% of Foresters Asset Management's portfolio in Q2 2019, its #36 holding.
Foresters Asset Management first reported a position in Simon Property Group in Q2 2016 and has held it in 13 quarters since.
Foresters Asset Management's Simon Property Group position peaked at $1.2M in Q3 2016.
770 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2019.

Based on Foresters Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.