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Miles Capital’s Simon Property Group SPG Stock Holding History

Miles 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
2020
Q1 		– Sell
-1,675
Closed -$250K – 175
2019
Q4 		$250K Buy
1,675
+16
+1% +$2.4K 0.2% 140
2019
Q3 		$258K Hold
1,659
– – 0.21% 121
2019
Q2 		$265K Buy
1,659
+244
+17% +$42K 0.22% 120
2019
Q1 		$258K Hold
1,415
– – 0.22% 126
2018
Q4 		$238K Sell
1,415
-605
-30% -$108K 0.23% 128
2018
Q3 		$357K Sell
2,020
-389
-16% -$68.8K 0.29% 95
2018
Q2 		$410K Sell
2,409
-11
-0.5% -$1.75K 0.25% 80
2018
Q1 		$374K Hold
2,420
– – 0.21% 83
2017
Q4 		$416K Sell
2,420
-2
-0.1% -$325 0.24% 71
2017
Q3 		$390K Buy
2,422
+167
+7% +$26.7K 0.22% 71
2017
Q2 		$365K Hold
2,255
– – 0.2% 83
2017
Q1 		$388K Sell
2,255
-44
-2% -$7.86K 0.22% 74
2016
Q4 		$408K Buy
+2,299
New +$427K 0.25% 62

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State Street
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return