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Opus Capital Group’s Simon Property Group SPG Stock Holding History

Opus Capital Group’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
-4,348
Closed -$648K – 141
2019
Q4 		$648K Sell
4,348
-13
-0.3% -$1.95K 0.19% 62
2019
Q3 		$679K Buy
4,361
+12
+0.3% +$1.87K 0.21% 59
2019
Q2 		$695K Buy
4,349
+664
+18% +$114K 0.21% 57
2019
Q1 		$671K Buy
3,685
+714
+24% +$127K 0.18% 123
2018
Q4 		$499K Buy
2,971
+750
+34% +$134K 0.1% 143
2018
Q3 		$392K Buy
2,221
+320
+17% +$56.6K 0.09% 169
2018
Q2 		$324K Hold
1,901
– – 0.08% 173
2018
Q1 		$294K Buy
+1,901
New +$302K 0.07% 184

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Opus Capital Group's SPG Position: Q1 2020 in Review

Opus Capital Group sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 4,348 shares — an estimated $648K sold.

Opus Capital Group first reported a position in SPG in Q1 2018 and held it in 8 quarters. The position peaked at $695K in Q2 2019. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

  • Opus Capital Group reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
  • Opus Capital Group sold 4,348 Simon Property Group shares in Q1 2020, an estimated $648K.
  • Opus Capital Group first reported a position in Simon Property Group in Q1 2018 and held it in 8 quarters.
  • Opus Capital Group's Simon Property Group position peaked at $695K in Q2 2019.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on Opus Capital Group's 13F filing for Q1 2020, filed 30 Apr 2020.