LGT Capital Partners’s Simon Property Group SPG Stock Holding History

LGT Capital Partners’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
2019 Q4	–	Sell	-38,836	Closed	-$6.04M	–	72
2019 Q3	$6.04M	Hold	38,836	–	–	0.4%	47
2019 Q2	$6.2M	Buy	38,836 +6,523	+20%	+$1.12M	0.46%	46
2019 Q1	$5.89M	Hold	32,313	–	–	0.43%	51
2018 Q4	$5.43M	Sell	32,313 -5,000	-13%	-$894K	0.45%	49
2018 Q3	$6.59M	Sell	37,313 -6,521	-15%	-$1.15M	0.51%	48
2018 Q2	$7.46M	Sell	43,834 -1,322	-3%	-$210K	0.58%	51
2018 Q1	$6.97M	Buy	+45,156	New	+$7.18M	0.6%	54
2017 Q3	–	Sell	-5,040	Closed	-$815K	–	68
2017 Q2	$815K	Buy	5,040 +940	+23%	+$153K	0.08%	66
2017 Q1	$705K	Hold	4,100	–	–	0.08%	68
2016 Q4	$728K	Buy	4,100 +1,100	+37%	+$204K	0.1%	66
2016 Q3	$621K	Buy	+3,000	New	+$650K	0.09%	65

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGT Capital Partners's SPG Position: Q4 2019 in Review

LGT Capital Partners sold out of Simon Property Group (SPG) in Q4 2019, closing a stake of 38,836 shares — an estimated $6.04M sold.

LGT Capital Partners first reported a position in SPG in Q3 2016 and held it in 11 quarters. The position peaked at $7.46M in Q2 2018. 787 funds tracked by Wall St. Rank hold SPG as of Q4 2019.

LGT Capital Partners reported no remaining Simon Property Group position as of Q4 2019 after selling out during the quarter.
LGT Capital Partners sold 38,836 Simon Property Group shares in Q4 2019, an estimated $6.04M.
LGT Capital Partners first reported a position in Simon Property Group in Q3 2016 and held it in 11 quarters.
LGT Capital Partners's Simon Property Group position peaked at $7.46M in Q2 2018.
787 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2019.

Based on LGT Capital Partners's 13F filing for Q4 2019, filed 10 Jan 2020.