Lodestar Investment Counsel’s Simon Property Group SPG Stock Holding History

Lodestar Investment Counsel’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 Q2	$402K	Sell	2,517 -1,034	-29%	-$178K	0.04%	139
2019 Q1	$647K	Sell	3,551 -40	-1%	-$7.11K	0.07%	118
2018 Q4	$603K	Buy	3,591 +1	+0%	+$179	0.07%	115
2018 Q3	$635K	Hold	3,590	–	–	0.07%	121
2018 Q2	$611K	Buy	3,590 +1	+0%	+$159	0.07%	124
2018 Q1	$554K	Buy	3,589 +1,875	+109%	+$298K	0.06%	124
2017 Q4	$294K	Buy	+1,714	New	+$278K	0.03%	157
2016 Q3	–	Sell	-1,252	Closed	-$272K	–	160
2016 Q2	$272K	Hold	1,252	–	–	0.04%	142
2016 Q1	$260K	Hold	1,252	–	–	0.04%	146
2015 Q4	$243K	Hold	1,252	–	–	0.04%	132
2015 Q3	$230K	Hold	1,252	–	–	0.04%	129
2015 Q2	$217K	Hold	1,252	–	–	0.03%	142
2015 Q1	$245K	Hold	1,252	–	–	0.04%	141
2014 Q4	$228K	Hold	1,252	–	–	0.07%	111
2014 Q3	$206K	Hold	1,252	–	–	0.06%	112
2014 Q2	$208K	Sell	1,252 -79	-6%	-$12.9K	0.06%	113
2014 Q1	$205K	Buy	+1,331	New	+$198K	0.06%	116

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

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

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

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

Lodestar Investment Counsel's SPG Position: Q2 2019 in Review

Lodestar Investment Counsel reduced its Simon Property Group (SPG) stake by 29% in Q2 2019, selling an estimated $178K and leaving 2,517 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #139.

Lodestar Investment Counsel first reported a position in SPG in Q1 2014 and has held it in 17 quarters since. The position peaked at $647K in Q1 2019. 770 funds tracked by Wall St. Rank hold SPG as of Q2 2019.

Lodestar Investment Counsel held 2,517 shares of Simon Property Group worth $402K as of Q2 2019.
Lodestar Investment Counsel sold 1,034 Simon Property Group shares in Q2 2019, an estimated $178K.
Simon Property Group made up 0.04% of Lodestar Investment Counsel's portfolio in Q2 2019, its #139 holding.
Lodestar Investment Counsel first reported a position in Simon Property Group in Q1 2014 and has held it in 17 quarters since.
Lodestar Investment Counsel's Simon Property Group position peaked at $647K in Q1 2019.
770 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.