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Harvest Investment Services’s Simon Property Group SPG Stock Holding History

Harvest Investment Services’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
2022
Q1 		– Sell
-1,840
Closed -$293K – 264
2021
Q4 		$293K Sell
1,840
-9
-0.5% -$1.37K 0.12% 197
2021
Q3 		$240K Sell
1,849
-10
-0.5% -$1.3K 0.1% 246
2021
Q2 		$242K Sell
1,859
-1,137
-38% -$141K 0.1% 248
2021
Q1 		$340K Buy
+2,996
New +$313K 0.15% 170
2019
Q1 		– Sell
-1,777
Closed -$318K – 169
2018
Q4 		$318K Buy
+1,777
New +$318K 0.29% 75

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harvest Investment Services's SPG Position: Q1 2022 in Review

Harvest Investment Services sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 1,840 shares — an estimated $293K sold.

Harvest Investment Services first reported a position in SPG in Q4 2018 and held it in 5 quarters. The position peaked at $340K in Q1 2021. 1,012 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • Harvest Investment Services reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
  • Harvest Investment Services sold 1,840 Simon Property Group shares in Q1 2022, an estimated $293K.
  • Harvest Investment Services first reported a position in Simon Property Group in Q4 2018 and held it in 5 quarters.
  • Harvest Investment Services's Simon Property Group position peaked at $340K in Q1 2021.
  • 1,012 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Harvest Investment Services's 13F filing for Q1 2022, filed 3 May 2022.