GIM
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Goelzer Investment Management’s Simon Property Group SPG Stock Holding History

Goelzer Investment 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
2023
Q1 		– Sell
-7,973
Closed -$937K – 235
2022
Q4 		$937K Sell
7,973
-83
-1% -$9.22K 0.08% 149
2022
Q3 		$723K Buy
8,056
+2,610
+48% +$267K 0.07% 156
2022
Q2 		$517K Buy
+5,446
New +$624K 0.05% 174
2022
Q1 		– Sell
-23,985
Closed -$3.83M – 228
2021
Q4 		$3.83M Sell
23,985
-1,077
-4% -$164K 0.31% 99
2021
Q3 		$3.26M Sell
25,062
-5,449
-18% -$709K 0.29% 111
2021
Q2 		$3.98M Sell
30,511
-160
-0.5% -$19.9K 0.33% 99
2021
Q1 		$3.49M Sell
30,671
-3,872
-11% -$404K 0.31% 105
2020
Q4 		$2.95M Sell
34,543
-70,915
-67% -$5.42M 0.27% 113
2020
Q3 		$6.82M Buy
105,458
+19,575
+23% +$1.28M 0.63% 42
2020
Q2 		$5.87M Sell
85,883
-676
-0.8% -$42.4K 0.57% 48
2020
Q1 		$4.75M Buy
86,559
+11,978
+16% +$1.43M 0.54% 51
2019
Q4 		$11.1M Sell
74,581
-5,474
-7% -$821K 0.95% 23
2019
Q3 		$12.5M Buy
80,055
+22,551
+39% +$3.51M 1.14% 20
2019
Q2 		$9.19M Buy
57,504
+452
+0.8% +$77.8K 0.85% 33
2019
Q1 		$10.4M Buy
57,052
+11,328
+25% +$2.01M 0.98% 25
2018
Q4 		$7.68M Buy
45,724
+57
+0.1% +$10.2K 0.98% 26
2018
Q3 		$8.07M Buy
45,667
+50
+0.1% +$8.84K 0.9% 30
2018
Q2 		$7.76M Buy
45,617
+660
+1% +$105K 0.9% 26
2018
Q1 		$6.94M Buy
44,957
+160
+0.4% +$25.4K 0.83% 33
2017
Q4 		$7.69M Buy
44,797
+17,573
+65% +$2.85M 0.86% 31
2017
Q3 		$4.38M Buy
+27,224
New +$4.35M 0.52% 84

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goelzer Investment Management's SPG Position: Q1 2023 in Review

Goelzer Investment Management sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 7,973 shares — an estimated $937K sold.

Goelzer Investment Management first reported a position in SPG in Q3 2017 and held it in 21 quarters. The position peaked at $12.5M in Q3 2019. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

  • Goelzer Investment Management reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
  • Goelzer Investment Management sold 7,973 Simon Property Group shares in Q1 2023, an estimated $937K.
  • Goelzer Investment Management first reported a position in Simon Property Group in Q3 2017 and held it in 21 quarters.
  • Goelzer Investment Management's Simon Property Group position peaked at $12.5M in Q3 2019.
  • 985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on Goelzer Investment Management's 13F filing for Q1 2023, filed 28 Apr 2023.