GEM
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Global Endowment Management’s Simon Property Group SPG Stock Holding History

Global Endowment 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 		– Sell
-5,000
Closed -$910K – 214
2019
Q1 		$910K Sell
5,000
-1,600
-24% -$284K 0.13% 117
2018
Q4 		$1.11M Sell
6,600
-2,200
-25% -$393K 0.24% 47
2018
Q3 		$1.55M Sell
8,800
-300
-3% -$53.1K 0.21% 73
2018
Q2 		$1.55M Buy
9,100
+1,300
+17% +$207K 0.2% 72
2018
Q1 		$1.2M Sell
7,800
-2,700
-26% -$429K 0.17% 94
2017
Q4 		$1.8M Sell
10,500
-8,000
-43% -$1.3M 0.26% 56
2017
Q3 		$2.98M Buy
+18,500
New +$2.95M 0.42% 57
2016
Q4 		– Sell
-5,270
Closed -$1.09M – 276
2016
Q3 		$1.09M Buy
5,270
+1,410
+37% +$306K 0.18% 83
2016
Q2 		$837K Hold
3,860
– – 0.18% 80
2016
Q1 		$802K Sell
3,860
-8,700
-69% -$1.67M 0.17% 80
2015
Q4 		$2.44M Sell
12,560
-4,100
-25% -$794K 0.45% 50
2015
Q3 		$3.06M Buy
16,660
+14,500
+671% +$2.66M 0.45% 52
2015
Q2 		$374K Hold
2,160
– – 0.05% 195
2015
Q1 		$423K Sell
2,160
-11,900
-85% -$2.31M 0.07% 185
2014
Q4 		$2.56M Sell
14,060
-9,780
-41% -$1.74M 0.43% 85
2014
Q3 		$3.92M Buy
23,840
+1,800
+8% +$303K 0.6% 30
2014
Q2 		$3.67M Sell
22,040
-6,002
-21% -$980K 0.56% 57
2014
Q1 		$4.33M Buy
28,042
+12,543
+81% +$1.87M 0.68% 38
2013
Q4 		$2.22M Buy
15,499
+3,381
+28% +$487K 0.45% 78
2013
Q3 		$1.69M Buy
12,118
+32
+0.3% +$4.65K 0.42% 81
2013
Q2 		$1.8M Buy
+12,086
New +$1.94M 0.5% 69

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
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
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

Global Endowment Management's SPG Position: Q2 2019 in Review

Global Endowment Management sold out of Simon Property Group (SPG) in Q2 2019, closing a stake of 5,000 shares — an estimated $910K sold.

Global Endowment Management first reported a position in SPG in Q2 2013 and held it in 21 quarters. The position peaked at $4.33M in Q1 2014. 770 funds tracked by Wall St. Rank hold SPG as of Q2 2019.

  • Global Endowment Management reported no remaining Simon Property Group position as of Q2 2019 after selling out during the quarter.
  • Global Endowment Management sold 5,000 Simon Property Group shares in Q2 2019, an estimated $910K.
  • Global Endowment Management first reported a position in Simon Property Group in Q2 2013 and held it in 21 quarters.
  • Global Endowment Management's Simon Property Group position peaked at $4.33M in Q1 2014.
  • 770 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2019.

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