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

Jupiter Investment 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
2020 Q1	–	Sell	-10,883	Closed	-$1.62M	–	477
2019 Q4	$1.62M	Sell	10,883 -281,001	-96%	-$42.1M	0.02%	298
2019 Q3	$45.4M	Buy	291,884 +64,262	+28%	+$9.99M	0.59%	53
2019 Q2	$36.4M	Buy	+227,622	New	+$39.2M	0.37%	89
2019 Q1	–	Sell	-152,074	Closed	-$25.5M	–	423
2018 Q4	$25.5M	Buy	152,074 +145,974	+2,393%	+$26.1M	0.23%	106
2018 Q3	$1.08M	Hold	6,100	–	–	0.01%	256
2018 Q2	$1.04M	Hold	6,100	–	–	0.01%	286
2018 Q1	$941K	Hold	6,100	–	–	0.01%	294
2017 Q4	$1.05M	Buy	+6,100	New	+$991K	0.01%	251
2017 Q1	–	Sell	-49,452	Closed	-$8.79M	–	467
2016 Q4	$8.79M	Hold	49,452	–	–	0.15%	115
2016 Q3	$10.2M	Buy	+49,452	New	+$10.7M	0.18%	114
2015 Q1	–	Sell	-11,900	Closed	-$2.17M	–	412
2014 Q4	$2.17M	Buy	+11,900	New	+$2.11M	0.08%	169

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jupiter Investment Management's SPG Position: Q1 2020 in Review

Jupiter Investment Management sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 10,883 shares — an estimated $1.62M sold.

Jupiter Investment Management first reported a position in SPG in Q4 2014 and held it in 11 quarters. The position peaked at $45.4M in Q3 2019. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

Jupiter Investment Management reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
Jupiter Investment Management sold 10,883 Simon Property Group shares in Q1 2020, an estimated $1.62M.
Jupiter Investment Management first reported a position in Simon Property Group in Q4 2014 and held it in 11 quarters.
Jupiter Investment Management's Simon Property Group position peaked at $45.4M in Q3 2019.
663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.