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NuWave Investment Management’s Simon Property Group SPG Stock Holding History

NuWave Investment 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
2022
Q3 		– Sell
-7,015
Closed -$666K – 372
2022
Q2 		$666K Buy
7,015
+1,578
+29% +$181K 0.89% 35
2022
Q1 		$715K Buy
5,437
+1,979
+57% +$282K 0.96% 24
2021
Q4 		$552K Buy
3,458
+1,095
+46% +$167K 0.63% 46
2021
Q3 		$307K Buy
2,363
+1,715
+265% +$223K 0.35% 102
2021
Q2 		$85K Sell
648
-4,359
-87% -$542K 0.09% 225
2021
Q1 		$570K Buy
5,007
+1,477
+42% +$154K 0.72% 36
2020
Q4 		$301K Buy
3,530
+3,391
+2,440% +$259K 0.39% 88
2020
Q3 		$9K Sell
139
-8,922
-98% -$585K 0.01% 336
2020
Q2 		$576K Buy
9,061
+4,222
+87% +$265K 0.76% 35
2020
Q1 		$265K Buy
4,839
+3,269
+208% +$391K 0.58% 38
2019
Q4 		$233K Sell
1,570
-2,260
-59% -$339K 0.23% 154
2019
Q3 		$592K Buy
3,830
+3,178
+487% +$494K 0.59% 55
2019
Q2 		$104K Sell
652
-1,307
-67% -$225K 0.11% 170
2019
Q1 		$356K Buy
1,959
+1,830
+1,419% +$325K 0.42% 85
2018
Q4 		$22K Sell
129
-314
-71% -$56.1K 0.04% 224
2018
Q3 		$78K Buy
443
+440
+14,667% +$77.8K 0.12% 184
2018
Q2 		$1K Sell
3
-2,054
-100% -$327K ﹤0.01% 359
2018
Q1 		$318K Buy
+2,057
New +$327K 0.5% 70
2014
Q3 		$253K Buy
1,538
+947
+160% +$159K 0.73% 58
2014
Q2 		$98K Buy
591
+508
+612% +$82.9K 0.25% 136
2014
Q1 		$13K Sell
83
-6,274
-99% -$935K 0.04% 220
2013
Q4 		$910K Buy
6,357
+6,324
+19,164% +$911K 0.81% 44
2013
Q3 		$5K Sell
33
-16
-33% -$2.32K ﹤0.01% 284
2013
Q2 		$7K Buy
+49
New +$7.86K 0.01% 274

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NuWave Investment Management's SPG Position: Q3 2022 in Review

NuWave Investment Management sold out of Simon Property Group (SPG) in Q3 2022, closing a stake of 7,015 shares — an estimated $666K sold.

NuWave Investment Management first reported a position in SPG in Q2 2013 and held it in 24 quarters. The position peaked at $910K in Q4 2013. 920 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

  • NuWave Investment Management reported no remaining Simon Property Group position as of Q3 2022 after selling out during the quarter.
  • NuWave Investment Management sold 7,015 Simon Property Group shares in Q3 2022, an estimated $666K.
  • NuWave Investment Management first reported a position in Simon Property Group in Q2 2013 and held it in 24 quarters.
  • NuWave Investment Management's Simon Property Group position peaked at $910K in Q4 2013.
  • 920 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.