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Gyroscope Capital Management Group’s Simon Property Group SPG Stock Holding History

Gyroscope Capital Management Group’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
Q3 		$8.48M Sell
78,531
-4,186
-5% -$490K 1.95% 15
2023
Q2 		$9.55M Buy
82,717
+2,505
+3% +$273K 2.2% 14
2023
Q1 		$8.98M Buy
80,212
+1,194
+2% +$143K 2.29% 12
2022
Q4 		$9.28M Buy
79,018
+3,746
+5% +$416K 2.82% 9
2022
Q3 		$6.76M Buy
75,272
+5,974
+9% +$611K 2.61% 14
2022
Q2 		$6.58M Buy
69,298
+13,507
+24% +$1.55M 2.26% 21
2022
Q1 		$7.34M Sell
55,791
-342
-0.6% -$48.7K 2.52% 14
2021
Q4 		$8.97M Sell
56,133
-320
-0.6% -$48.8K 3.16% 6
2021
Q3 		$7.34M Buy
56,453
+247
+0.4% +$32.1K 2.77% 8
2021
Q2 		$7.33M Sell
56,206
-4,609
-8% -$573K 2.58% 11
2021
Q1 		$6.92M Sell
60,815
-5,789
-9% -$604K 2.77% 10
2020
Q4 		$5.68M Sell
66,604
-10,027
-13% -$766K 2.44% 13
2020
Q3 		$4.96M Buy
76,631
+448
+0.6% +$29.4K 2.25% 20
2020
Q2 		$5.21M Buy
76,183
+23,767
+45% +$1.49M 2.36% 17
2020
Q1 		$2.88M Buy
52,416
+16,434
+46% +$1.97M 1.35% 24
2019
Q4 		$5.36M Sell
35,982
-7,612
-17% -$1.14M 1.94% 21
2019
Q3 		$6.43M Buy
43,594
+1,013
+2% +$158K 2.55% 21
2019
Q2 		$6.94M Sell
42,581
-96
-0.2% -$16.5K 2.62% 21
2019
Q1 		$7.87M Sell
42,677
-4,008
-9% -$712K 3.01% 13
2018
Q4 		$7.84M Buy
46,685
+775
+2% +$139K 2.99% 3
2018
Q3 		$7.86M Buy
45,910
+2,063
+5% +$365K 3.22% 10
2018
Q2 		$7.46M Buy
43,847
+1,991
+5% +$317K 3.31% 8
2018
Q1 		$6.46M Buy
41,856
+5,563
+15% +$885K 3.07% 11
2017
Q4 		$6.23M Buy
36,293
+793
+2% +$129K 2.85% 16
2017
Q3 		$5.72M Buy
35,500
+1,623
+5% +$259K 2.88% 14
2017
Q2 		$5.48M Buy
+33,877
New +$5.52M 2.74% 13

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gyroscope Capital Management Group's SPG Position: Q3 2023 in Review

Gyroscope Capital Management Group reduced its Simon Property Group (SPG) stake by 5.1% in Q3 2023, selling an estimated $490K and leaving 78,531 shares worth $8.48M. The position accounts for 1.95% of the portfolio, ranked #15.

Gyroscope Capital Management Group first reported a position in SPG in Q2 2017 and has held it in 26 quarters since. The position peaked at $9.55M in Q2 2023. 982 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

  • Gyroscope Capital Management Group held 78,531 shares of Simon Property Group worth $8.48M as of Q3 2023.
  • Gyroscope Capital Management Group sold 4,186 Simon Property Group shares in Q3 2023, an estimated $490K.
  • Simon Property Group made up 1.95% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #15 holding.
  • Gyroscope Capital Management Group first reported a position in Simon Property Group in Q2 2017 and has held it in 26 quarters since.
  • Gyroscope Capital Management Group's Simon Property Group position peaked at $9.55M in Q2 2023.
  • 982 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.