Neo Ivy Capital Management’s Simon Property Group SPG Stock Holding History

Neo Ivy 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 Q4	$239K	Buy	+1,675	New	+$202K	0.53%	48
2022 Q3	–	Sell	-534	Closed	-$50K	–	537
2022 Q2	$50K	Buy	+534	New	+$61.2K	0.13%	231
2021 Q4	–	Sell	-2,562	Closed	-$175K	–	616
2021 Q3	$175K	Buy	+2,562	New	+$333K	0.2%	166
2021 Q1	–	Sell	-270	Closed	-$23K	–	612
2020 Q4	$23K	Sell	270 -1,646	-86%	-$126K	0.03%	359
2020 Q3	$123K	Sell	1,916 -646	-25%	-$42.4K	0.12%	258
2020 Q2	$175K	Sell	2,562 -1,072	-29%	-$67.2K	0.2%	166
2020 Q1	$199K	Buy	3,634 +1,206	+50%	+$144K	0.32%	114
2019 Q4	$362K	Sell	2,428 -800	-25%	-$120K	0.42%	113
2019 Q3	$481K	Buy	+3,228	New	+$502K	0.31%	148
2019 Q1	–	Sell	-3,368	Closed	-$566K	–	392
2018 Q4	$566K	Buy	+3,368	New	+$602K	0.45%	86

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 $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Neo Ivy Capital Management's SPG Position: Q4 2023 in Review

Neo Ivy Capital Management opened a new position in Simon Property Group (SPG) in Q4 2023: 1,675 shares worth $239K. The stake represents 0.53% of the portfolio and ranks #48 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in SPG as recently as Q2 2022.

Neo Ivy Capital Management first reported a position in SPG in Q4 2018 and has held it in 10 quarters since. The position peaked at $566K in Q4 2018. 1,054 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

Neo Ivy Capital Management held 1,675 shares of Simon Property Group worth $239K as of Q4 2023.
Simon Property Group was a new Neo Ivy Capital Management position in Q4 2023.
Simon Property Group made up 0.53% of Neo Ivy Capital Management's portfolio in Q4 2023, its #48 holding.
Neo Ivy Capital Management first reported a position in Simon Property Group in Q4 2018 and has held it in 10 quarters since.
Neo Ivy Capital Management's Simon Property Group position peaked at $566K in Q4 2018.
1,054 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Neo Ivy Capital Management's 13F filing for Q4 2023, filed 26 Feb 2024.