MFG
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Magnus Financial Group’s Simon Property Group SPG Stock Holding History

Magnus Financial 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
2020
Q3 		– Sell
-3,624
Closed -$248K – 589
2020
Q2 		$248K Buy
+3,624
New +$227K 0.03% 461
2019
Q3 		– Sell
-1,320
Closed -$211K – 583
2019
Q2 		$211K Sell
1,320
-18
-1% -$3.1K 0.04% 434
2019
Q1 		$244K Hold
1,338
– – 0.05% 342
2018
Q4 		$225K Buy
+1,338
New +$239K 0.06% 309

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Magnus Financial Group's SPG Position: Q3 2020 in Review

Magnus Financial Group sold out of Simon Property Group (SPG) in Q3 2020, closing a stake of 3,624 shares — an estimated $248K sold.

Magnus Financial Group first reported a position in SPG in Q4 2018 and held it in 4 quarters. The position peaked at $248K in Q2 2020. 671 funds tracked by Wall St. Rank hold SPG as of Q3 2020.

  • Magnus Financial Group reported no remaining Simon Property Group position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 3,624 Simon Property Group shares in Q3 2020, an estimated $248K.
  • Magnus Financial Group first reported a position in Simon Property Group in Q4 2018 and held it in 4 quarters.
  • Magnus Financial Group's Simon Property Group position peaked at $248K in Q2 2020.
  • 671 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.