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

Gemmer 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
2022
Q2 		– Sell
-5
Closed – – 991
2022
Q1 		$0 Hold
5
– – ﹤0.01% 1308
2021
Q4 		$1K Hold
5
– – ﹤0.01% 1236
2021
Q3 		$1K Buy
+5
New +$651 ﹤0.01% 1253
2021
Q2 		– Sell
-75
Closed -$9K – 1539
2021
Q1 		$9K Hold
75
– – ﹤0.01% 818
2020
Q4 		$6K Buy
+75
New +$5.73K ﹤0.01% 927
2020
Q1 		– Sell
-22
Closed -$3K – 1425
2019
Q4 		$3K Sell
22
-21
-49% -$3.15K ﹤0.01% 1172
2019
Q3 		$7K Sell
43
-36
-46% -$5.6K ﹤0.01% 830
2019
Q2 		$13K Hold
79
– – ﹤0.01% 549
2019
Q1 		$14K Hold
79
– – ﹤0.01% 553
2018
Q4 		$13K Buy
79
+36
+84% +$6.44K ﹤0.01% 514
2018
Q3 		$8K Hold
43
– – ﹤0.01% 826
2018
Q2 		$7K Hold
43
– – ﹤0.01% 893
2018
Q1 		$7K Buy
43
+21
+95% +$3.34K ﹤0.01% 860
2017
Q4 		$4K Sell
22
-179
-89% -$29.1K ﹤0.01% 1066
2017
Q3 		$32K Buy
201
+116
+136% +$18.5K 0.01% 248
2017
Q2 		$14K Sell
85
-64
-43% -$10.4K 0.01% 513
2017
Q1 		$26K Sell
149
-74
-33% -$13.2K 0.01% 279
2016
Q4 		$40K Buy
223
+109
+96% +$20.2K 0.02% 190
2016
Q3 		$24K Hold
114
– – 0.01% 284
2016
Q2 		$25K Hold
114
– – 0.01% 254
2016
Q1 		$23K Buy
114
+52
+84% +$9.99K 0.01% 278
2015
Q4 		$12K Buy
62
+2
+3% +$387 0.01% 491
2015
Q3 		$11K Buy
60
+45
+300% +$8.25K 0.01% 524
2015
Q2 		$3K Sell
15
-18
-55% -$3.31K ﹤0.01% 1038
2015
Q1 		$6K Buy
+33
New +$6.39K ﹤0.01% 835

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gemmer Asset Management's SPG Position: Q2 2022 in Review

Gemmer Asset Management sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 5 shares.

Gemmer Asset Management first reported a position in SPG in Q1 2015 and held it in 25 quarters. The position peaked at $40K in Q4 2016. 938 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

  • Gemmer Asset Management reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
  • Gemmer Asset Management sold 5 Simon Property Group shares in Q2 2022.
  • Gemmer Asset Management first reported a position in Simon Property Group in Q1 2015 and held it in 25 quarters.
  • Gemmer Asset Management's Simon Property Group position peaked at $40K in Q4 2016.
  • 938 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.