LifePlan Financial Group’s Simon Property Group SPG Stock Holding History

LifePlan Financial Group’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	$27K	Hold	425	–	–	0.01%	309
2020 Q2	$29K	Sell	425 -918	-68%	-$57.6K	0.01%	297
2020 Q1	$74K	Hold	1,343	–	–	0.04%	193
2019 Q4	$200K	Hold	1,343	–	–	0.09%	132
2019 Q3	$209K	Hold	1,343	–	–	0.1%	127
2019 Q2	$215K	Hold	1,343	–	–	0.1%	125
2019 Q1	$245K	Hold	1,343	–	–	0.13%	113
2018 Q4	$226K	Hold	1,343	–	–	0.14%	110
2018 Q3	$237K	Hold	1,343	–	–	0.13%	115
2018 Q2	$229K	Hold	1,343	–	–	0.13%	112
2018 Q1	$207K	Hold	1,343	–	–	0.12%	113
2017 Q4	$216K	Hold	1,343	–	–	0.14%	105
2017 Q3	$216K	Hold	1,343	–	–	0.14%	105
2017 Q2	$217K	Hold	1,343	–	–	0.15%	102
2017 Q1	$231K	Hold	1,343	–	–	0.16%	102
2016 Q4	$239K	Hold	1,343	–	–	0.17%	108
2016 Q3	$278K	Hold	1,343	–	–	0.19%	91
2016 Q2	$291K	Hold	1,343	–	–	0.2%	82
2016 Q1	$279K	Hold	1,343	–	–	0.2%	79
2015 Q4	$261K	Hold	1,343	–	–	0.19%	76
2015 Q3	$247K	Buy	1,343 +110	+9%	+$20.2K	0.18%	78
2015 Q2	$213K	Buy	1,233 +67	+6%	+$12.3K	0.14%	90
2015 Q1	$228K	Hold	1,166	–	–	0.15%	71
2014 Q4	$212K	Buy	+1,166	New	+$207K	0.14%	73
2014 Q2	–	Sell	-468	Closed	-$72K	–	196
2014 Q1	$72K	Hold	468	–	–	0.06%	100
2013 Q4	$67K	Hold	468	–	–	0.05%	99
2013 Q3	$65K	Buy	+468	New	+$68K	0.05%	97

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LifePlan Financial Group's SPG Position: Q3 2020 in Review

LifePlan Financial Group held its Simon Property Group (SPG) position steady in Q3 2020 at 425 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #309.

LifePlan Financial Group first reported a position in SPG in Q3 2013 and has held it in 27 quarters since. The position peaked at $291K in Q2 2016. 671 funds tracked by Wall St. Rank hold SPG as of Q3 2020.

LifePlan Financial Group held 425 shares of Simon Property Group worth $27K as of Q3 2020.
LifePlan Financial Group left its Simon Property Group share count unchanged in Q3 2020.
Simon Property Group made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #309 holding.
LifePlan Financial Group first reported a position in Simon Property Group in Q3 2013 and has held it in 27 quarters since.
LifePlan Financial Group's Simon Property Group position peaked at $291K in Q2 2016.
671 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.