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Orinda Asset Management’s Simon Property Group SPG Stock Holding History

Orinda Asset 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
2020
Q3 		$711K Buy
+11,000
New +$721K 1.46% 21
2018
Q1 		– Sell
-19,500
Closed -$3.35M – 32
2017
Q4 		$3.35M Sell
19,500
-5,500
-22% -$893K 2.92% 16
2017
Q3 		$4.03M Buy
+25,000
New +$3.99M 3.69% 13

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Orinda Asset Management's SPG Position: Q3 2020 in Review

Orinda Asset Management opened a new position in Simon Property Group (SPG) in Q3 2020: 11,000 shares worth $711K. The stake represents 1.46% of the portfolio and ranks #21 among its holdings. This is a return to the name: Orinda Asset Management previously reported a position in SPG as recently as Q4 2017.

Orinda Asset Management first reported a position in SPG in Q3 2017 and has held it in 3 quarters since. The position peaked at $4.03M in Q3 2017. 672 funds tracked by Wall St. Rank hold SPG as of Q3 2020.

  • Orinda Asset Management held 11,000 shares of Simon Property Group worth $711K as of Q3 2020.
  • Simon Property Group was a new Orinda Asset Management position in Q3 2020.
  • Simon Property Group made up 1.46% of Orinda Asset Management's portfolio in Q3 2020, its #21 holding.
  • Orinda Asset Management first reported a position in Simon Property Group in Q3 2017 and has held it in 3 quarters since.
  • Orinda Asset Management's Simon Property Group position peaked at $4.03M in Q3 2017.
  • 672 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2020.

Based on Orinda Asset Management's 13F filing for Q3 2020, filed 20 Oct 2020.