Kaizen Advisory’s Simon Property Group SPG Stock Holding History

Kaizen Advisory’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
2018 Q4	$144K	Buy	858 +146	+21%	+$26.1K	0.1%	183
2018 Q3	$126K	Hold	712	–	–	0.07%	203
2018 Q2	$121K	Buy	712 +413	+138%	+$65.7K	0.06%	205
2018 Q1	$46K	Hold	299	–	–	0.05%	211
2017 Q4	$51K	Buy	+299	New	+$48.6K	0.03%	195

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AAMU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Kaizen Advisory's SPG Position: Q4 2018 in Review

Kaizen Advisory increased its Simon Property Group (SPG) stake by 21% in Q4 2018, buying an estimated $26.1K and bringing the position to 858 shares worth $144K. The position accounts for 0.1% of the portfolio, ranked #183.

Kaizen Advisory first reported a position in SPG in Q4 2017 and has held it in 5 quarters since. 784 funds tracked by Wall St. Rank hold SPG as of Q4 2018.

Kaizen Advisory held 858 shares of Simon Property Group worth $144K as of Q4 2018.
Kaizen Advisory bought 146 Simon Property Group shares in Q4 2018, an estimated $26.1K.
Simon Property Group made up 0.1% of Kaizen Advisory's portfolio in Q4 2018, its #183 holding.
Kaizen Advisory first reported a position in Simon Property Group in Q4 2017 and has held it in 5 quarters since.
784 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.