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NICM
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
Shares
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
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$34.8B AUM
20.7%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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