Marshall Wace North America’s Simon Property Group SPG Stock Holding History

Marshall Wace North America’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
2021 Q3	–	Sell	-9,234	Closed	-$1.21M	–	1697
2021 Q2	$1.21M	Sell	9,234 -14,755	-62%	-$1.83M	0.01%	957
2021 Q1	$2.73M	Buy	23,989 +11,026	+85%	+$1.15M	0.01%	728
2020 Q4	$1.1M	Buy	+12,963	New	+$990K	0.01%	920
2019 Q2	–	Sell	-39,405	Closed	-$7.18M	–	1574
2019 Q1	$7.18M	Buy	39,405 +39,101	+12,862%	+$6.95M	0.05%	256
2018 Q4	$51K	Buy	+304	New	+$54.3K	﹤0.01%	1247
2018 Q1	–	Sell	-3,082	Closed	-$530K	–	1684
2017 Q4	$530K	Buy	+3,082	New	+$501K	﹤0.01%	1138
2013 Q4	$201K	Buy	+1,406	New	+$203K	﹤0.01%	643

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Marshall Wace North America's SPG Position: Q3 2021 in Review

Marshall Wace North America sold out of Simon Property Group (SPG) in Q3 2021, closing a stake of 9,234 shares — an estimated $1.21M sold.

Marshall Wace North America first reported a position in SPG in Q4 2013 and held it in 7 quarters. The position peaked at $7.18M in Q1 2019. 916 funds tracked by Wall St. Rank hold SPG as of Q3 2021.

Marshall Wace North America reported no remaining Simon Property Group position as of Q3 2021 after selling out during the quarter.
Marshall Wace North America sold 9,234 Simon Property Group shares in Q3 2021, an estimated $1.21M.
Marshall Wace North America first reported a position in Simon Property Group in Q4 2013 and held it in 7 quarters.
Marshall Wace North America's Simon Property Group position peaked at $7.18M in Q1 2019.
916 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.