George Zachary’s Simon Property Group SPG Stock Holding History

George Zachary’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
2018 Q2	–	Sell	-2,500	Closed	-$386K	–	8
2018 Q1	$386K	Buy	+2,500	New	+$398K	11.13%	4

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

George Zachary's SPG Position: Q2 2018 in Review

George Zachary sold out of Simon Property Group (SPG) in Q2 2018, closing a stake of 2,500 shares — an estimated $386K sold.

George Zachary first reported a position in SPG in Q1 2018 and held it in 1 quarter. The position peaked at $386K in Q1 2018. 714 funds tracked by Wall St. Rank hold SPG as of Q2 2018.

George Zachary reported no remaining Simon Property Group position as of Q2 2018 after selling out during the quarter.
George Zachary sold 2,500 Simon Property Group shares in Q2 2018, an estimated $386K.
George Zachary first reported a position in Simon Property Group in Q1 2018 and held it in 1 quarter.
George Zachary's Simon Property Group position peaked at $386K in Q1 2018.
714 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2018.

Based on George Zachary's 13F filing for Q2 2018, filed 14 Aug 2018.