Lourd Capital’s Simon Property Group SPG Stock Holding History

Lourd Capital’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 Q1	–	Sell	-5,316	Closed	-$893K	–	269
2018 Q4	$893K	Buy	5,316 +118	+2%	+$21.1K	0.07%	64
2018 Q3	$919K	Buy	+5,198	New	+$919K	0.06%	72
2018 Q1	–	Sell	-12,102	Closed	-$2.08M	–	302
2017 Q4	$2.08M	Buy	+12,102	New	+$1.97M	0.14%	36

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lourd Capital's SPG Position: Q1 2019 in Review

Lourd Capital sold out of Simon Property Group (SPG) in Q1 2019, closing a stake of 5,316 shares — an estimated $893K sold.

Lourd Capital first reported a position in SPG in Q4 2017 and held it in 3 quarters. The position peaked at $2.08M in Q4 2017. 804 funds tracked by Wall St. Rank hold SPG as of Q1 2019.

Lourd Capital reported no remaining Simon Property Group position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 5,316 Simon Property Group shares in Q1 2019, an estimated $893K.
Lourd Capital first reported a position in Simon Property Group in Q4 2017 and held it in 3 quarters.
Lourd Capital's Simon Property Group position peaked at $2.08M in Q4 2017.
804 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.