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Lebenthal Global Advisors’s Simon Property Group SPG Stock Holding History

Lebenthal Global Advisors’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
2021
Q1 		– Sell
-77
Closed -$6K – 484
2020
Q4 		$6K Buy
+77
New +$5.88K ﹤0.01% 481

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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lebenthal Global Advisors's SPG Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Simon Property Group (SPG) in Q1 2021, closing a stake of 77 shares — an estimated $6K sold.

Lebenthal Global Advisors first reported a position in SPG in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 846 funds tracked by Wall St. Rank hold SPG as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Simon Property Group position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 77 Simon Property Group shares in Q1 2021, an estimated $6K.
  • Lebenthal Global Advisors first reported a position in Simon Property Group in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Simon Property Group position peaked at $6K in Q4 2020.
  • 846 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.