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Kirr Marbach & Co’s Simon Property Group SPG Stock Holding History

Kirr Marbach & Co’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
-3,260
Closed -$521K – 58
2021
Q4 		$521K Sell
3,260
-550
-14% -$83.9K 0.14% 45
2021
Q3 		$495K Hold
3,810
– – 0.15% 46
2021
Q2 		$497K Hold
3,810
– – 0.14% 45
2021
Q1 		$433K Buy
+3,810
New +$397K 0.13% 47
2020
Q4 		– Sell
-3,810
Closed -$246K – 53
2020
Q3 		$246K Hold
3,810
– – 0.09% 46
2020
Q2 		$261K Buy
+3,810
New +$239K 0.09% 45

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

Kirr Marbach & Co's SPG Position: Q1 2022 in Review

Kirr Marbach & Co sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 3,260 shares — an estimated $521K sold.

Kirr Marbach & Co first reported a position in SPG in Q2 2020 and held it in 6 quarters. The position peaked at $521K in Q4 2021. 1,011 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • Kirr Marbach & Co reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
  • Kirr Marbach & Co sold 3,260 Simon Property Group shares in Q1 2022, an estimated $521K.
  • Kirr Marbach & Co first reported a position in Simon Property Group in Q2 2020 and held it in 6 quarters.
  • Kirr Marbach & Co's Simon Property Group position peaked at $521K in Q4 2021.
  • 1,011 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Kirr Marbach & Co's 13F filing for Q1 2022, filed 3 May 2022.