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L.J. Altfest & Co’s Simon Property Group SPG Stock Holding History

L.J. Altfest & 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
2020
Q3 		– Sell
-5,431
Closed -$371K – 245
2020
Q2 		$371K Buy
5,431
+1,308
+32% +$82K 0.11% 138
2020
Q1 		$226K Buy
4,123
+604
+17% +$72.2K 0.07% 169
2019
Q4 		$524K Buy
3,519
+653
+23% +$97.9K 0.13% 106
2019
Q3 		$446K Buy
2,866
+1,610
+128% +$250K 0.12% 111
2019
Q2 		$201K Sell
1,256
-13
-1% -$2.24K 0.05% 182
2019
Q1 		$231K Sell
1,269
-35
-3% -$6.22K 0.06% 166
2018
Q4 		$219K Sell
1,304
-91
-7% -$16.3K 0.06% 137
2018
Q3 		$246K Sell
1,395
-30
-2% -$5.31K 0.07% 152
2018
Q2 		$243K Buy
+1,425
New +$227K 0.09% 145
2018
Q1 		– Sell
-4,923
Closed -$846K – 169
2017
Q4 		$846K Sell
4,923
-2,989
-38% -$485K 0.32% 71
2017
Q3 		$1.27M Buy
7,912
+3,456
+78% +$552K 0.62% 42
2017
Q2 		$721K Buy
+4,456
New +$725K 0.44% 69

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

L.J. Altfest & Co's SPG Position: Q3 2020 in Review

L.J. Altfest & Co sold out of Simon Property Group (SPG) in Q3 2020, closing a stake of 5,431 shares — an estimated $371K sold.

L.J. Altfest & Co first reported a position in SPG in Q2 2017 and held it in 12 quarters. The position peaked at $1.27M in Q3 2017. 671 funds tracked by Wall St. Rank hold SPG as of Q3 2020.

  • L.J. Altfest & Co reported no remaining Simon Property Group position as of Q3 2020 after selling out during the quarter.
  • L.J. Altfest & Co sold 5,431 Simon Property Group shares in Q3 2020, an estimated $371K.
  • L.J. Altfest & Co first reported a position in Simon Property Group in Q2 2017 and held it in 12 quarters.
  • L.J. Altfest & Co's Simon Property Group position peaked at $1.27M in Q3 2017.
  • 671 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2020.

Based on L.J. Altfest & Co's 13F filing for Q3 2020, filed 29 Oct 2020.