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

Hutchinson 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
2022
Q1 		– Sell
-1,539
Closed -$246K – 75
2021
Q4 		$246K Sell
1,539
-185
-11% -$28.2K 0.05% 68
2021
Q3 		$224K Hold
1,724
– – 0.05% 67
2021
Q2 		$225K Buy
+1,724
New +$214K 0.06% 65
2020
Q2 		– Sell
-74,136
Closed -$4.07M – 67
2020
Q1 		$4.07M Buy
74,136
+12,213
+20% +$1.46M 1.35% 29
2019
Q4 		$9.22M Sell
61,923
-218
-0.4% -$32.7K 2.41% 21
2019
Q3 		$9.67M Buy
62,141
+4,660
+8% +$725K 2.62% 17
2019
Q2 		$9.18M Sell
57,481
-64
-0.1% -$11K 2.58% 18
2019
Q1 		$10.5M Buy
57,545
+146
+0.3% +$25.9K 3.16% 13
2018
Q4 		$9.64M Sell
57,399
-81
-0.1% -$14.5K 3.22% 14
2018
Q3 		$10.2M Buy
57,480
+990
+2% +$175K 2.83% 17
2018
Q2 		$9.61M Sell
56,490
-493
-0.9% -$78.4K 2.99% 16
2018
Q1 		$8.79M Sell
56,983
-92
-0.2% -$14.6K 2.55% 19
2017
Q4 		$9.8M Buy
57,075
+479
+0.8% +$77.8K 2.54% 19
2017
Q3 		$9.11M Buy
+56,596
New +$9.04M 2.46% 20

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hutchinson Capital Management's SPG Position: Q1 2022 in Review

Hutchinson Capital Management sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 1,539 shares — an estimated $246K sold.

Hutchinson Capital Management first reported a position in SPG in Q3 2017 and held it in 14 quarters. The position peaked at $10.5M in Q1 2019. 1,011 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • Hutchinson Capital Management reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
  • Hutchinson Capital Management sold 1,539 Simon Property Group shares in Q1 2022, an estimated $246K.
  • Hutchinson Capital Management first reported a position in Simon Property Group in Q3 2017 and held it in 14 quarters.
  • Hutchinson Capital Management's Simon Property Group position peaked at $10.5M in Q1 2019.
  • 1,011 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Hutchinson Capital Management's 13F filing for Q1 2022, filed 11 May 2022.