Israel Discount Bank of New York’s Simon Property Group SPG Stock Holding History

Israel Discount Bank of New York’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	-625	Closed	-$114K	–	320
2019 Q1	$114K	Hold	625	–	–	0.08%	107
2018 Q4	$105K	Buy	625 +10	+2%	+$1.79K	0.08%	107
2018 Q3	$109K	Sell	615 -525	-46%	-$92.9K	0.07%	111
2018 Q2	$194K	Hold	1,140	–	–	0.13%	86
2018 Q1	$176K	Hold	1,140	–	–	0.12%	88
2017 Q4	$196K	Buy	1,140 +300	+36%	+$48.7K	0.14%	82
2017 Q3	$135K	Hold	840	–	–	0.1%	94
2017 Q2	$136K	Sell	840 -10	-1%	-$1.63K	0.11%	92
2017 Q1	$146K	Buy	850 +50	+6%	+$8.93K	0.12%	90
2016 Q4	$142K	Buy	+800	New	+$149K	0.13%	108

Other funds holding SPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Israel Discount Bank of New York's SPG Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Simon Property Group (SPG) in Q2 2019, closing a stake of 625 shares — an estimated $114K sold.

Israel Discount Bank of New York first reported a position in SPG in Q4 2016 and held it in 10 quarters. The position peaked at $196K in Q4 2017. 770 funds tracked by Wall St. Rank hold SPG as of Q2 2019.

Israel Discount Bank of New York reported no remaining Simon Property Group position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 625 Simon Property Group shares in Q2 2019, an estimated $114K.
Israel Discount Bank of New York first reported a position in Simon Property Group in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Simon Property Group position peaked at $196K in Q4 2017.
770 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.