McKinley Carter Wealth Services’s Simon Property Group SPG Stock Holding History

McKinley Carter Wealth Services’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 Q2	–	Sell	-6,268	Closed	-$344K	–	144
2020 Q1	$344K	Buy	6,268 +817	+15%	+$97.7K	0.1%	111
2019 Q4	$812K	Buy	5,451 +520	+11%	+$78K	0.19%	87
2019 Q3	$768K	Buy	4,931 +45	+0.9%	+$7K	0.2%	89
2019 Q2	$781K	Buy	4,886 +40	+0.8%	+$6.89K	0.21%	84
2019 Q1	$883K	Buy	4,846 +404	+9%	+$71.8K	0.25%	77
2018 Q4	$746K	Buy	4,442 +1,366	+44%	+$244K	0.25%	80
2018 Q3	$544K	Buy	3,076 +83	+3%	+$14.7K	0.16%	95
2018 Q2	$509K	Buy	2,993 +545	+22%	+$86.7K	0.16%	96
2018 Q1	$378K	Buy	2,448 +612	+33%	+$97.3K	0.12%	114
2017 Q4	$315K	Buy	1,836 +290	+19%	+$47.1K	0.11%	123
2017 Q3	$249K	Buy	+1,546	New	+$247K	0.1%	132

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

McKinley Carter Wealth Services's SPG Position: Q2 2020 in Review

McKinley Carter Wealth Services sold out of Simon Property Group (SPG) in Q2 2020, closing a stake of 6,268 shares — an estimated $344K sold.

McKinley Carter Wealth Services first reported a position in SPG in Q3 2017 and held it in 11 quarters. The position peaked at $883K in Q1 2019. 676 funds tracked by Wall St. Rank hold SPG as of Q2 2020.

McKinley Carter Wealth Services reported no remaining Simon Property Group position as of Q2 2020 after selling out during the quarter.
McKinley Carter Wealth Services sold 6,268 Simon Property Group shares in Q2 2020, an estimated $344K.
McKinley Carter Wealth Services first reported a position in Simon Property Group in Q3 2017 and held it in 11 quarters.
McKinley Carter Wealth Services's Simon Property Group position peaked at $883K in Q1 2019.
676 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2020, filed 20 Jul 2020.