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IQ EQ Fund Management’s Simon Property Group SPG Stock Holding History

IQ EQ Fund 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
2021
Q1 		– Sell
-3,547
Closed -$302K – 253
2020
Q4 		$302K Sell
3,547
-809
-19% -$61.8K 0.07% 193
2020
Q3 		$282K Hold
4,356
– – 0.08% 171
2020
Q2 		$298K Buy
+4,356
New +$273K 0.1% 153
2020
Q1 		– Sell
-1,806
Closed -$269K – 153
2019
Q4 		$269K Hold
1,806
– – 0.09% 134
2019
Q3 		$281K Hold
1,806
– – 0.09% 132
2019
Q2 		$289K Buy
+1,806
New +$311K 0.09% 133

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IQ EQ Fund Management's SPG Position: Q1 2021 in Review

IQ EQ Fund Management sold out of Simon Property Group (SPG) in Q1 2021, closing a stake of 3,547 shares — an estimated $302K sold.

IQ EQ Fund Management first reported a position in SPG in Q2 2019 and held it in 6 quarters. The position peaked at $302K in Q4 2020. 846 funds tracked by Wall St. Rank hold SPG as of Q1 2021.

  • IQ EQ Fund Management reported no remaining Simon Property Group position as of Q1 2021 after selling out during the quarter.
  • IQ EQ Fund Management sold 3,547 Simon Property Group shares in Q1 2021, an estimated $302K.
  • IQ EQ Fund Management first reported a position in Simon Property Group in Q2 2019 and held it in 6 quarters.
  • IQ EQ Fund Management's Simon Property Group position peaked at $302K in Q4 2020.
  • 846 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2021.

Based on IQ EQ Fund Management's 13F filing for Q1 2021, filed 11 May 2021.