Joho Capital’s Simon Property Group SPG Stock Holding History

Joho Capital’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
2023 Q2	–	Sell	-13,970	Closed	-$1.56M	–	22
2023 Q1	$1.56M	Hold	13,970	–	–	0.4%	15
2022 Q4	$1.64M	Hold	13,970	–	–	0.53%	15
2022 Q3	$1.25M	Hold	13,970	–	–	0.35%	13
2022 Q2	$1.33M	Hold	13,970	–	–	0.3%	12
2022 Q1	$1.84M	Buy	13,970 +4,070	+41%	+$580K	0.26%	15
2021 Q4	$1.58M	Buy	+9,900	New	+$1.51M	0.22%	17
2021 Q3	–	Sell	-8,100	Closed	-$1.06M	–	21
2021 Q2	$1.06M	Hold	8,100	–	–	0.15%	20
2021 Q1	$922K	Buy	+8,100	New	+$845K	0.14%	21

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Joho Capital's SPG Position: Q2 2023 in Review

Joho Capital sold out of Simon Property Group (SPG) in Q2 2023, closing a stake of 13,970 shares — an estimated $1.56M sold.

Joho Capital first reported a position in SPG in Q1 2021 and held it in 8 quarters. The position peaked at $1.84M in Q1 2022. 986 funds tracked by Wall St. Rank hold SPG as of Q2 2023.

Joho Capital reported no remaining Simon Property Group position as of Q2 2023 after selling out during the quarter.
Joho Capital sold 13,970 Simon Property Group shares in Q2 2023, an estimated $1.56M.
Joho Capital first reported a position in Simon Property Group in Q1 2021 and held it in 8 quarters.
Joho Capital's Simon Property Group position peaked at $1.84M in Q1 2022.
986 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2023.

Based on Joho Capital's 13F filing for Q2 2023, filed 14 Aug 2023.