Girard Partners’s Simon Property Group SPG Stock Holding History

Girard Partners’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 Q4	–	Sell	-482	Closed	-$85K	–	732
2018 Q3	$85K	Buy	+482	New	+$85.3K	0.02%	363

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

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

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

AAMU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Girard Partners's SPG Position: Q4 2018 in Review

Girard Partners sold out of Simon Property Group (SPG) in Q4 2018, closing a stake of 482 shares — an estimated $85K sold.

Girard Partners first reported a position in SPG in Q3 2018 and held it in 1 quarter. The position peaked at $85K in Q3 2018. 784 funds tracked by Wall St. Rank hold SPG as of Q4 2018.

Girard Partners reported no remaining Simon Property Group position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 482 Simon Property Group shares in Q4 2018, an estimated $85K.
Girard Partners first reported a position in Simon Property Group in Q3 2018 and held it in 1 quarter.
Girard Partners's Simon Property Group position peaked at $85K in Q3 2018.
784 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.