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FormulaFolio Investments’s Simon Property Group SPG Stock Holding History

FormulaFolio Investments’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
-11,525
Closed -$983K – 758
2020
Q4 		$983K Buy
+11,525
New +$880K 0.02% 321
2019
Q1 		– Sell
-2,221
Closed -$393K – 389
2018
Q4 		$393K Hold
2,221
– – 0.02% 227
2018
Q3 		$393K Sell
2,221
-408
-16% -$72.2K 0.02% 227
2018
Q2 		$447K Buy
2,629
+15
+0.6% +$2.39K 0.02% 214
2018
Q1 		$403K Buy
+2,614
New +$416K 0.02% 197

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

FormulaFolio Investments's SPG Position: Q1 2021 in Review

FormulaFolio Investments sold out of Simon Property Group (SPG) in Q1 2021, closing a stake of 11,525 shares — an estimated $983K sold.

FormulaFolio Investments first reported a position in SPG in Q1 2018 and held it in 5 quarters. The position peaked at $983K in Q4 2020. 846 funds tracked by Wall St. Rank hold SPG as of Q1 2021.

  • FormulaFolio Investments reported no remaining Simon Property Group position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 11,525 Simon Property Group shares in Q1 2021, an estimated $983K.
  • FormulaFolio Investments first reported a position in Simon Property Group in Q1 2018 and held it in 5 quarters.
  • FormulaFolio Investments's Simon Property Group position peaked at $983K in Q4 2020.
  • 846 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.