H2O AM’s Simon Property Group SPG Stock Holding History

H2O AM’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
2020 Q2	–	Sell	-4,044	Closed	-$222K	–	167
2020 Q1	$222K	Buy	+4,044	New	+$484K	0.18%	111

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

H2O AM's SPG Position: Q2 2020 in Review

H2O AM sold out of Simon Property Group (SPG) in Q2 2020, closing a stake of 4,044 shares — an estimated $222K sold.

H2O AM first reported a position in SPG in Q1 2020 and held it in 1 quarter. The position peaked at $222K in Q1 2020. 676 funds tracked by Wall St. Rank hold SPG as of Q2 2020.

H2O AM reported no remaining Simon Property Group position as of Q2 2020 after selling out during the quarter.
H2O AM sold 4,044 Simon Property Group shares in Q2 2020, an estimated $222K.
H2O AM first reported a position in Simon Property Group in Q1 2020 and held it in 1 quarter.
H2O AM's Simon Property Group position peaked at $222K in Q1 2020.
676 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2020.

Based on H2O AM's 13F filing for Q2 2020, filed 13 Aug 2020.