Hemenway Trust Hemenway Trust’s Simon Property Group SPG Stock Holding History

Hemenway Trust Hemenway Trust’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
2017 Q4	–	Sell	-2,129	Closed	-$343K	–	150
2017 Q3	$343K	Sell	2,129 -350	-14%	-$55.9K	0.07%	97
2017 Q2	$401K	Sell	2,479 -200	-7%	-$32.6K	0.09%	93
2017 Q1	$461K	Hold	2,679	–	–	0.11%	85
2016 Q4	$476K	Hold	2,679	–	–	0.12%	84
2016 Q3	$555K	Hold	2,679	–	–	0.14%	79
2016 Q2	$581K	Hold	2,679	–	–	0.15%	76
2016 Q1	$556K	Buy	2,679 +200	+8%	+$38.4K	0.15%	77
2015 Q4	$482K	Sell	2,479 -500	-17%	-$96.9K	0.13%	94
2015 Q3	$547K	Hold	2,979	–	–	0.15%	91
2015 Q2	$515K	Buy	2,979 +383	+15%	+$70.4K	0.13%	104
2015 Q1	$508K	Buy	+2,596	New	+$503K	0.13%	101

Other funds holding SPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hemenway Trust Hemenway Trust's SPG Position: Q4 2017 in Review

Hemenway Trust Hemenway Trust sold out of Simon Property Group (SPG) in Q4 2017, closing a stake of 2,129 shares — an estimated $343K sold.

Hemenway Trust Hemenway Trust first reported a position in SPG in Q1 2015 and held it in 11 quarters. The position peaked at $581K in Q2 2016. 691 funds tracked by Wall St. Rank hold SPG as of Q4 2017.

Hemenway Trust Hemenway Trust reported no remaining Simon Property Group position as of Q4 2017 after selling out during the quarter.
Hemenway Trust Hemenway Trust sold 2,129 Simon Property Group shares in Q4 2017, an estimated $343K.
Hemenway Trust Hemenway Trust first reported a position in Simon Property Group in Q1 2015 and held it in 11 quarters.
Hemenway Trust Hemenway Trust's Simon Property Group position peaked at $581K in Q2 2016.
691 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2017.

Based on Hemenway Trust Hemenway Trust's 13F filing for Q4 2017, filed 2 Feb 2018.