Hobart Private Capital’s Simon Property Group SPG Stock Holding History

Hobart Private Capital’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 Q2	–	Sell	-3,144	Closed	-$573K	–	171
2019 Q1	$573K	Sell	3,144 -571	-15%	-$101K	0.44%	64
2018 Q4	$624K	Buy	3,715 +835	+29%	+$149K	0.53%	54
2018 Q3	$509K	Sell	2,880 -39	-1%	-$6.9K	0.39%	76
2018 Q2	$497K	Buy	+2,919	New	+$464K	0.4%	71
2018 Q1	–	Sell	-3,360	Closed	-$577K	–	125
2017 Q4	$577K	Buy	+3,360	New	+$546K	0.51%	64

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hobart Private Capital's SPG Position: Q2 2019 in Review

Hobart Private Capital sold out of Simon Property Group (SPG) in Q2 2019, closing a stake of 3,144 shares — an estimated $573K sold.

Hobart Private Capital first reported a position in SPG in Q4 2017 and held it in 5 quarters. The position peaked at $624K in Q4 2018. 770 funds tracked by Wall St. Rank hold SPG as of Q2 2019.

Hobart Private Capital reported no remaining Simon Property Group position as of Q2 2019 after selling out during the quarter.
Hobart Private Capital sold 3,144 Simon Property Group shares in Q2 2019, an estimated $573K.
Hobart Private Capital first reported a position in Simon Property Group in Q4 2017 and held it in 5 quarters.
Hobart Private Capital's Simon Property Group position peaked at $624K in Q4 2018.
770 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2019.

Based on Hobart Private Capital's 13F filing for Q2 2019, filed 11 Mar 2024.