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JLP Asset Management’s Simon Property Group SPG Stock Holding History

JLP Asset 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
-6,386
Closed -$1.02M – 28
2021
Q4 		$1.02M Sell
6,386
-1,600
-20% -$244K 0.5% 26
2021
Q3 		$1.04M Sell
7,986
-200
-2% -$26K 0.57% 25
2021
Q2 		$1.07M Sell
8,186
-1,300
-14% -$162K 0.57% 26
2021
Q1 		$1.08M Sell
9,486
-230
-2% -$24K 0.69% 25
2020
Q4 		$829K Hold
9,716
– – 0.55% 27
2020
Q3 		$628K Sell
9,716
-6,940
-42% -$455K 0.55% 29
2020
Q2 		$1.14M Sell
16,656
-8,300
-33% -$521K 0.91% 25
2020
Q1 		$1.37M Buy
24,956
+5,660
+29% +$677K 0.95% 26
2019
Q4 		$2.87M Sell
19,296
-2,000
-9% -$300K 1.98% 23
2019
Q3 		$3.31M Sell
21,296
-80
-0.4% -$12.4K 2.21% 21
2019
Q2 		$3.42M Sell
21,376
-1,800
-8% -$310K 2.23% 22
2019
Q1 		$4.22M Buy
23,176
+4,960
+27% +$882K 2.86% 16
2018
Q4 		$3.06M Buy
+18,216
New +$3.26M 2.72% 14

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

JLP Asset Management's SPG Position: Q1 2022 in Review

JLP Asset Management sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 6,386 shares — an estimated $1.02M sold.

JLP Asset Management first reported a position in SPG in Q4 2018 and held it in 13 quarters. The position peaked at $4.22M in Q1 2019. 1,011 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • JLP Asset Management reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
  • JLP Asset Management sold 6,386 Simon Property Group shares in Q1 2022, an estimated $1.02M.
  • JLP Asset Management first reported a position in Simon Property Group in Q4 2018 and held it in 13 quarters.
  • JLP Asset Management's Simon Property Group position peaked at $4.22M in Q1 2019.
  • 1,011 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on JLP Asset Management's 13F filing for Q1 2022, filed 10 May 2022.