Mitchell Capital Management’s Simon Property Group SPG Stock Holding History

Mitchell 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
2023 Q3	–	Sell	-40,108	Closed	-$4.63M	–	119
2023 Q2	$4.63M	Buy	40,108 +15,708	+64%	+$1.71M	1.06%	27
2023 Q1	$2.73M	Sell	24,400 -12	-0%	-$1.43K	0.68%	58
2022 Q4	$2.87M	Buy	24,412 +91	+0.4%	+$10.1K	0.79%	50
2022 Q3	$2.18M	Buy	+24,321	New	+$2.49M	0.62%	57
2020 Q1	–	Sell	-2,154	Closed	-$321K	–	138
2019 Q4	$321K	Sell	2,154 -12,171	-85%	-$1.82M	0.1%	124
2019 Q3	$2.23M	Sell	14,325 -2,808	-16%	-$437K	0.75%	44
2019 Q2	$2.74M	Sell	17,133 -1,515	-8%	-$261K	0.92%	32
2019 Q1	$3.4M	Buy	+18,648	New	+$3.31M	1.2%	23

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

Norges Bank Oslo, Norway $1T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mitchell Capital Management's SPG Position: Q3 2023 in Review

Mitchell Capital Management sold out of Simon Property Group (SPG) in Q3 2023, closing a stake of 40,108 shares — an estimated $4.63M sold.

Mitchell Capital Management first reported a position in SPG in Q1 2019 and held it in 8 quarters. The position peaked at $4.63M in Q2 2023. 983 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

Mitchell Capital Management reported no remaining Simon Property Group position as of Q3 2023 after selling out during the quarter.
Mitchell Capital Management sold 40,108 Simon Property Group shares in Q3 2023, an estimated $4.63M.
Mitchell Capital Management first reported a position in Simon Property Group in Q1 2019 and held it in 8 quarters.
Mitchell Capital Management's Simon Property Group position peaked at $4.63M in Q2 2023.
983 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on Mitchell Capital Management's 13F filing for Q3 2023, filed 3 Nov 2023.