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Lloyds Banking Group’s Simon Property Group SPG Stock Holding History

Lloyds Banking 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
2014
Q4 		– Sell
-1,148
Closed -$188K – 354
2014
Q3 		$188K Sell
1,148
-18
-2% -$3.03K 0.05% 276
2014
Q2 		$193K Buy
+1,166
New +$190K 0.05% 269

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lloyds Banking Group's SPG Position: Q4 2014 in Review

Lloyds Banking Group sold out of Simon Property Group (SPG) in Q4 2014, closing a stake of 1,148 shares — an estimated $188K sold.

Lloyds Banking Group first reported a position in SPG in Q2 2014 and held it in 2 quarters. The position peaked at $193K in Q2 2014. 672 funds tracked by Wall St. Rank hold SPG as of Q4 2014.

  • Lloyds Banking Group reported no remaining Simon Property Group position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 1,148 Simon Property Group shares in Q4 2014, an estimated $188K.
  • Lloyds Banking Group first reported a position in Simon Property Group in Q2 2014 and held it in 2 quarters.
  • Lloyds Banking Group's Simon Property Group position peaked at $193K in Q2 2014.
  • 672 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.