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HL Financial Services’s Simon Property Group SPG Stock Holding History

HL Financial 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
2019
Q1 		$962K Sell
5,280
-131
-2% -$23.3K 0.01% 384
2018
Q4 		$909K Sell
5,411
-135
-2% -$24.1K 0.02% 378
2018
Q3 		$980K Buy
5,546
+87
+2% +$15.4K 0.02% 386
2018
Q2 		$929K Buy
5,459
+364
+7% +$57.9K 0.02% 382
2018
Q1 		$786K Sell
5,095
-65
-1% -$10.3K 0.01% 400
2017
Q4 		$886K Buy
5,160
+6
+0.1% +$974 0.02% 329
2017
Q3 		$830K Sell
5,154
-727
-12% -$116K 0.02% 394
2017
Q2 		$951K Buy
5,881
+3,891
+196% +$633K 0.02% 353
2017
Q1 		$342K Sell
1,990
-1,292
-39% -$231K 0.01% 530
2016
Q4 		$583K Sell
3,282
-12,817
-80% -$2.38M 0.01% 414
2016
Q3 		$3.33M Buy
16,099
+149
+0.9% +$32.3K 0.08% 156
2016
Q2 		$3.46M Buy
15,950
+354
+2% +$72.2K 0.08% 137
2016
Q1 		$3.24M Buy
15,596
+14,506
+1,331% +$2.79M 0.08% 147
2015
Q4 		$212K Sell
1,090
-200
-16% -$38.7K 0.01% 603
2015
Q3 		$237K Sell
1,290
-185
-13% -$33.9K 0.01% 560
2015
Q2 		$255K Hold
1,475
– – 0.01% 589
2015
Q1 		$289K Hold
1,475
– – 0.01% 578
2014
Q4 		$269K Buy
+1,475
New +$262K 0.01% 580
2014
Q3 		– Sell
-1,320
Closed -$219K – 697
2014
Q2 		$219K Buy
+1,320
New +$216K 0.01% 640
2014
Q1 		– Sell
-2,515
Closed -$360K – 673
2013
Q4 		$360K Sell
2,515
-98
-4% -$14.1K 0.01% 463
2013
Q3 		$364K Sell
2,613
-1,118
-30% -$162K 0.01% 418
2013
Q2 		$554K Buy
+3,731
New +$598K 0.02% 313

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HL Financial Services's SPG Position: Q1 2019 in Review

HL Financial Services reduced its Simon Property Group (SPG) stake by 2.4% in Q1 2019, selling an estimated $23.3K and leaving 5,280 shares worth $962K. The position accounts for 0.01% of the portfolio, ranked #384.

HL Financial Services first reported a position in SPG in Q2 2013 and has held it in 22 quarters since. The position peaked at $3.46M in Q2 2016. 805 funds tracked by Wall St. Rank hold SPG as of Q1 2019.

  • HL Financial Services held 5,280 shares of Simon Property Group worth $962K as of Q1 2019.
  • HL Financial Services sold 131 Simon Property Group shares in Q1 2019, an estimated $23.3K.
  • Simon Property Group made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #384 holding.
  • HL Financial Services first reported a position in Simon Property Group in Q2 2013 and has held it in 22 quarters since.
  • HL Financial Services's Simon Property Group position peaked at $3.46M in Q2 2016.
  • 805 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.