JG
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Jefferies Group’s Simon Property Group SPG Stock Holding History

Jefferies Group’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
2020
Q1 		– Sell
-7,700
Closed -$1.15M – 2625
2019
Q4 		$1.15M Buy
7,700
+1,200
+18% +$180K 0.01% 1381
2019
Q3 		$1.01M Sell
6,500
-1,700
-21% -$264K 0.01% 1494
2019
Q2 		$1.31M Buy
8,200
+6,300
+332% +$1.09M 0.01% 1145
2019
Q1 		$346K Buy
+1,900
New +$338K ﹤0.01% 1740
2018
Q4 		– Sell
-70,800
Closed -$12.5M – 2528
2018
Q3 		$12.5M Buy
70,800
+59,900
+550% +$10.6M 0.08% 210
2018
Q2 		$1.85M Sell
10,900
-21,800
-67% -$3.47M 0.01% 934
2018
Q1 		$5.05M Sell
32,700
-29,800
-48% -$4.74M 0.03% 462
2017
Q4 		$10.7M Sell
62,500
-159,700
-72% -$25.9M 0.05% 288
2017
Q3 		$35.8M Buy
222,200
+160,000
+257% +$25.6M 0.24% 60
2017
Q2 		$10.1M Buy
62,200
+16,300
+36% +$2.65M 0.07% 276
2017
Q1 		$7.9M Buy
45,900
+28,600
+165% +$5.11M 0.06% 332
2016
Q4 		$3.07M Sell
17,300
-11,400
-40% -$2.12M 0.02% 764
2016
Q3 		$5.94M Buy
28,700
+11,300
+65% +$2.45M 0.03% 472
2016
Q2 		$3.77M Buy
17,400
+15,800
+988% +$3.22M 0.02% 608
2016
Q1 		$332K Sell
1,600
-7,300
-82% -$1.4M ﹤0.01% 1629
2015
Q4 		$1.73M Sell
8,900
-11,000
-55% -$2.13M 0.01% 934
2015
Q3 		$3.66M Buy
+19,900
New +$3.65M 0.02% 631

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jefferies Group's SPG Position: Q2 2020 in Review

Jefferies Group sold out of Simon Property Group (SPG) in Q2 2020, closing a stake of 7,040 shares — an estimated $386K sold.

Jefferies Group first reported a position in SPG in Q2 2013 and held it in 26 quarters. The position peaked at $9.6M in Q3 2015. 676 funds tracked by Wall St. Rank hold SPG as of Q2 2020.

  • Jefferies Group reported no remaining Simon Property Group position as of Q2 2020 after selling out during the quarter.
  • Jefferies Group sold 7,040 Simon Property Group shares in Q2 2020, an estimated $386K.
  • Jefferies Group first reported a position in Simon Property Group in Q2 2013 and held it in 26 quarters.
  • Jefferies Group's Simon Property Group position peaked at $9.6M in Q3 2015.
  • 676 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2020.

Based on Jefferies Group's 13F filing for Q2 2020, filed 14 Aug 2020.