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Linscomb Wealth’s Simon Property Group SPG Stock Holding History

Linscomb Wealth’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 		– Sell
-5,089
Closed -$279K – 370
2020
Q1 		$279K Sell
5,089
-19,260
-79% -$2.3M 0.02% 338
2019
Q4 		$3.63M Buy
+24,349
New +$3.65M 0.24% 79

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Linscomb Wealth's SPG Position: Q2 2020 in Review

Linscomb Wealth sold out of Simon Property Group (SPG) in Q2 2020, closing a stake of 5,089 shares — an estimated $279K sold.

Linscomb Wealth first reported a position in SPG in Q4 2019 and held it in 2 quarters. The position peaked at $3.63M in Q4 2019. 676 funds tracked by Wall St. Rank hold SPG as of Q2 2020.

  • Linscomb Wealth reported no remaining Simon Property Group position as of Q2 2020 after selling out during the quarter.
  • Linscomb Wealth sold 5,089 Simon Property Group shares in Q2 2020, an estimated $279K.
  • Linscomb Wealth first reported a position in Simon Property Group in Q4 2019 and held it in 2 quarters.
  • Linscomb Wealth's Simon Property Group position peaked at $3.63M in Q4 2019.
  • 676 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.