Neuburgh Advisers’s Simon Property Group SPG Stock Holding History

Neuburgh Advisers’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
2019 Q3	$1.76M	Sell	11,328 -2,304	-17%	-$358K	0.05%	237
2019 Q2	$2.18M	Buy	13,632 +4,080	+43%	+$703K	0.07%	214
2019 Q1	$1.74M	Buy	9,552 +3,552	+59%	+$631K	0.06%	221
2018 Q4	$1.01M	Buy	6,000 +416	+7%	+$74.4K	0.04%	263
2018 Q3	$987K	Sell	5,584 -16	-0.3%	-$2.83K	0.03%	307
2018 Q2	$953K	Buy	5,600 +1,200	+27%	+$191K	0.03%	298
2018 Q1	$679K	Sell	4,400 -8,976	-67%	-$1.43M	0.02%	344
2017 Q4	$2.3M	Hold	13,376	–	–	0.08%	185
2017 Q3	$2.15M	Sell	13,376 -1,248	-9%	-$199K	0.08%	183
2017 Q2	$2.37M	Sell	14,624 -34,256	-70%	-$5.58M	0.09%	178
2017 Q1	$8.41M	Buy	48,880 +46,064	+1,636%	+$8.23M	0.33%	66
2016 Q4	$500K	Buy	+2,816	New	+$523K	0.02%	332

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Neuburgh Advisers's SPG Position: Q3 2019 in Review

Neuburgh Advisers reduced its Simon Property Group (SPG) stake by 17% in Q3 2019, selling an estimated $358K and leaving 11,328 shares worth $1.76M. The position accounts for 0.05% of the portfolio, ranked #237.

Neuburgh Advisers first reported a position in SPG in Q4 2016 and has held it in 12 quarters since. The position peaked at $8.41M in Q1 2017. 767 funds tracked by Wall St. Rank hold SPG as of Q3 2019.

Neuburgh Advisers held 11,328 shares of Simon Property Group worth $1.76M as of Q3 2019.
Neuburgh Advisers sold 2,304 Simon Property Group shares in Q3 2019, an estimated $358K.
Simon Property Group made up 0.05% of Neuburgh Advisers's portfolio in Q3 2019, its #237 holding.
Neuburgh Advisers first reported a position in Simon Property Group in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Simon Property Group position peaked at $8.41M in Q1 2017.
767 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.