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Oakbrook Investments’s Simon Property Group SPG Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-3,498
Closed -$521K – 451
2019
Q4 		$521K Sell
3,498
-6,013
-63% -$902K 0.11% 320
2019
Q3 		$1.48M Sell
9,511
-1,850
-16% -$288K 0.1% 154
2019
Q2 		$1.81M Sell
11,361
-170
-1% -$29.3K 0.11% 141
2019
Q1 		$2.1M Sell
11,531
-125
-1% -$22.2K 0.13% 129
2018
Q4 		$1.96M Sell
11,656
-1,282
-10% -$229K 0.13% 117
2018
Q3 		$2.29M Buy
12,938
+25
+0.2% +$4.42K 0.13% 131
2018
Q2 		$2.2M Sell
12,913
-1,535
-11% -$244K 0.14% 115
2018
Q1 		$2.23M Buy
14,448
+435
+3% +$69.2K 0.14% 121
2017
Q4 		$2.41M Sell
14,013
-1,080
-7% -$175K 0.15% 103
2017
Q3 		$2.43M Buy
15,093
+1,475
+11% +$236K 0.16% 120
2017
Q2 		$2.2M Sell
13,618
-1,125
-8% -$183K 0.15% 123
2017
Q1 		$2.54M Sell
14,743
-200
-1% -$35.7K 0.17% 110
2016
Q4 		$2.65M Sell
14,943
-2,604
-15% -$484K 0.17% 105
2016
Q3 		$3.63M Sell
17,547
-2,050
-10% -$444K 0.22% 83
2016
Q2 		$4.25M Buy
19,597
+2,150
+12% +$439K 0.24% 85
2016
Q1 		$3.62M Sell
17,447
-403
-2% -$77.4K 0.23% 84
2015
Q4 		$3.47M Sell
17,850
-920
-5% -$178K 0.22% 87
2015
Q3 		$3.45M Sell
18,770
-175
-0.9% -$32.1K 0.23% 86
2015
Q2 		$3.28M Sell
18,945
-3,598
-16% -$661K 0.2% 108
2015
Q1 		$4.41M Sell
22,543
-839
-4% -$163K 0.24% 98
2014
Q4 		$4.26M Sell
23,382
-1,450
-6% -$257K 0.23% 97
2014
Q3 		$4.08M Sell
24,832
-25,128
-50% -$4.23M 0.22% 112
2014
Q2 		$8.31M Sell
49,960
-3,679
-7% -$601K 0.25% 104
2014
Q1 		$8.28M Sell
53,639
-8,751
-14% -$1.3M 0.26% 94
2013
Q4 		$8.93M Sell
62,390
-2,895
-4% -$417K 0.25% 112
2013
Q3 		$9.1M Sell
65,285
-4,028
-6% -$585K 0.27% 97
2013
Q2 		$10.3M Buy
+69,313
New +$11.1M 0.3% 88

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Oakbrook Investments's SPG Position: Q1 2020 in Review

Oakbrook Investments sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 3,498 shares — an estimated $521K sold.

Oakbrook Investments first reported a position in SPG in Q2 2013 and held it in 27 quarters. The position peaked at $10.3M in Q2 2013. 664 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

  • Oakbrook Investments reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 3,498 Simon Property Group shares in Q1 2020, an estimated $521K.
  • Oakbrook Investments first reported a position in Simon Property Group in Q2 2013 and held it in 27 quarters.
  • Oakbrook Investments's Simon Property Group position peaked at $10.3M in Q2 2013.
  • 664 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.