M&R Capital Management’s Simon Property Group SPG Stock Holding History

M&R Capital Management’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 Q4	–	Sell	-1,275	Closed	-$198K	–	513
2019 Q3	$198K	Buy	1,275 +975	+325%	+$152K	0.05%	174
2019 Q2	$47K	Hold	300	–	–	0.01%	281
2019 Q1	$53K	Hold	300	–	–	0.01%	270
2018 Q4	$50K	Sell	300 -11	-4%	-$1.97K	0.01%	263
2018 Q3	$54K	Hold	311	–	–	0.01%	275
2018 Q2	$52K	Sell	311 -339	-52%	-$53.9K	0.01%	280
2018 Q1	$100K	Hold	650	–	–	0.02%	230
2017 Q4	$111K	Hold	650	–	–	0.03%	230
2017 Q3	$104K	Hold	650	–	–	0.03%	229
2017 Q2	$102K	Sell	650 -50	-7%	-$8.14K	0.03%	234
2017 Q1	$120K	Buy	700 +400	+133%	+$71.5K	0.03%	220
2016 Q4	$53K	Hold	300	–	–	0.01%	281
2016 Q3	$62K	Hold	300	–	–	0.02%	262
2016 Q2	$65K	Buy	+300	New	+$61.2K	0.02%	258

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

M&R Capital Management's SPG Position: Q4 2019 in Review

M&R Capital Management sold out of Simon Property Group (SPG) in Q4 2019, closing a stake of 1,275 shares — an estimated $198K sold.

M&R Capital Management first reported a position in SPG in Q2 2016 and held it in 14 quarters. The position peaked at $198K in Q3 2019. 787 funds tracked by Wall St. Rank hold SPG as of Q4 2019.

M&R Capital Management reported no remaining Simon Property Group position as of Q4 2019 after selling out during the quarter.
M&R Capital Management sold 1,275 Simon Property Group shares in Q4 2019, an estimated $198K.
M&R Capital Management first reported a position in Simon Property Group in Q2 2016 and held it in 14 quarters.
M&R Capital Management's Simon Property Group position peaked at $198K in Q3 2019.
787 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2019.

Based on M&R Capital Management's 13F filing for Q4 2019, filed 7 Jan 2020.