Lenox Wealth Management’s Simon Property Group SPG Stock Holding History

Lenox Wealth 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 Q2	$17K	Buy	262 +69	+36%	+$4.33K	0.01%	368
2020 Q1	$10K	Buy	193 +31	+19%	+$3.71K	﹤0.01%	393
2019 Q4	$24K	Buy	162 +11	+7%	+$1.65K	0.01%	344
2019 Q3	$23K	Sell	151 -1,628	-92%	-$253K	0.01%	342
2019 Q2	$284K	Sell	1,779 -50	-3%	-$8.61K	0.08%	106
2019 Q1	$333K	Buy	1,829 +1,790	+4,590%	+$318K	0.1%	98
2018 Q4	$1K	Sell	39 -143	-79%	-$25.6K	﹤0.01%	618
2018 Q3	$6K	Buy	+182	New	+$32.2K	﹤0.01%	481

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lenox Wealth Management's SPG Position: Q2 2020 in Review

Lenox Wealth Management increased its Simon Property Group (SPG) stake by 36% in Q2 2020, buying an estimated $4.33K and bringing the position to 262 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #368.

Lenox Wealth Management first reported a position in SPG in Q3 2018 and has held it in 8 quarters since. The position peaked at $333K in Q1 2019. 676 funds tracked by Wall St. Rank hold SPG as of Q2 2020.

Lenox Wealth Management held 262 shares of Simon Property Group worth $17K as of Q2 2020.
Lenox Wealth Management bought 69 Simon Property Group shares in Q2 2020, an estimated $4.33K.
Simon Property Group made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #368 holding.
Lenox Wealth Management first reported a position in Simon Property Group in Q3 2018 and has held it in 8 quarters since.
Lenox Wealth Management's Simon Property Group position peaked at $333K in Q1 2019.
676 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.