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

Jupiter 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 Q4	–	Sell	-6,077	Closed	-$546K	–	562
2022 Q3	$546K	Sell	6,077 -13,306	-69%	-$1.36M	0.01%	429
2022 Q2	$1.84M	Buy	19,383 +277	+1%	+$31.7K	0.03%	386
2022 Q1	$2.51M	Buy	19,106 +2,671	+16%	+$381K	0.03%	331
2021 Q4	$2.63M	Buy	16,435 +3,242	+25%	+$495K	0.03%	319
2021 Q3	$1.71M	Buy	13,193 +10,906	+477%	+$1.42M	0.02%	357
2021 Q2	$298K	Buy	+2,287	New	+$284K	﹤0.01%	534
2016 Q3	–	Sell	-34,379	Closed	-$7.46M	–	215
2016 Q2	$7.46M	Buy	+34,379	New	+$7.02M	0.28%	89
2015 Q2	–	Sell	-15,475	Closed	-$3.03M	–	222
2015 Q1	$3.03M	Sell	15,475 -45,425	-75%	-$8.8M	0.11%	182
2014 Q4	$11.1M	Buy	+60,900	New	+$10.8M	0.36%	73

Other funds holding SPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Jupiter Asset Management's SPG Position: Q4 2022 in Review

Jupiter Asset Management sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 6,077 shares — an estimated $546K sold.

Jupiter Asset Management first reported a position in SPG in Q4 2014 and held it in 9 quarters. The position peaked at $11.1M in Q4 2014. 995 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

Jupiter Asset Management reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
Jupiter Asset Management sold 6,077 Simon Property Group shares in Q4 2022, an estimated $546K.
Jupiter Asset Management first reported a position in Simon Property Group in Q4 2014 and held it in 9 quarters.
Jupiter Asset Management's Simon Property Group position peaked at $11.1M in Q4 2014.
995 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Jupiter Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.