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

Harvey Capital 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
2014
Q4 		– Sell
-1,300
Closed -$213K – 76
2014
Q3 		$213K Hold
1,300
– – 0.08% 70
2014
Q2 		$216K Sell
1,300
-82
-6% -$13.4K 0.08% 72
2014
Q1 		$213K Sell
1,382
-416
-23% -$62K 0.08% 74
2013
Q4 		$257K Hold
1,798
– – 0.11% 74
2013
Q3 		$250K Buy
+1,798
New +$261K 0.13% 52

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harvey Capital Management's SPG Position: Q4 2014 in Review

Harvey Capital Management sold out of Simon Property Group (SPG) in Q4 2014, closing a stake of 1,300 shares — an estimated $213K sold.

Harvey Capital Management first reported a position in SPG in Q3 2013 and held it in 5 quarters. The position peaked at $257K in Q4 2013. 673 funds tracked by Wall St. Rank hold SPG as of Q4 2014.

  • Harvey Capital Management reported no remaining Simon Property Group position as of Q4 2014 after selling out during the quarter.
  • Harvey Capital Management sold 1,300 Simon Property Group shares in Q4 2014, an estimated $213K.
  • Harvey Capital Management first reported a position in Simon Property Group in Q3 2013 and held it in 5 quarters.
  • Harvey Capital Management's Simon Property Group position peaked at $257K in Q4 2013.
  • 673 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2014.

Based on Harvey Capital Management's 13F filing for Q4 2014, filed 28 Jan 2015.