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Orrstown Financial Services’s Simon Property Group SPG Stock Holding History

Orrstown Financial Services’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
-3,495
Closed -$514K – 89
2019
Q4 		$514K Sell
3,495
-28
-0.8% -$4.2K 0.73% 58
2019
Q3 		$525K Sell
3,523
-11
-0.3% -$1.71K 0.7% 61
2019
Q2 		$565K Sell
3,534
-20
-0.6% -$3.44K 0.77% 58
2019
Q1 		$648K Buy
3,554
+136
+4% +$24.2K 0.91% 53
2018
Q4 		$574K Sell
3,418
-152
-4% -$27.2K 0.86% 55
2018
Q3 		$631K Sell
3,570
-154
-4% -$27.2K 0.83% 59
2018
Q2 		$634K Sell
3,724
-126
-3% -$20K 0.79% 59
2018
Q1 		$594K Sell
3,850
-38
-1% -$6.04K 0.7% 63
2017
Q4 		$668K Buy
3,888
+190
+5% +$30.9K 0.77% 62
2017
Q3 		$595K Buy
3,698
+5
+0.1% +$799 0.66% 65
2017
Q2 		$597K Buy
3,693
+133
+4% +$21.7K 0.65% 67
2017
Q1 		$612K Buy
3,560
+3,551
+39,456% +$634K 0.62% 68
2016
Q4 		$2K Hold
9
– – ﹤0.01% 246
2016
Q3 		$2K Hold
9
– – ﹤0.01% 247
2016
Q2 		$2K Hold
9
– – ﹤0.01% 258
2016
Q1 		$2K Buy
+9
New +$1.73K ﹤0.01% 195

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

Orrstown Financial Services's SPG Position: Q1 2020 in Review

Orrstown Financial Services sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 3,495 shares — an estimated $514K sold.

Orrstown Financial Services first reported a position in SPG in Q1 2016 and held it in 16 quarters. The position peaked at $668K in Q4 2017. 664 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

  • Orrstown Financial Services reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
  • Orrstown Financial Services sold 3,495 Simon Property Group shares in Q1 2020, an estimated $514K.
  • Orrstown Financial Services first reported a position in Simon Property Group in Q1 2016 and held it in 16 quarters.
  • Orrstown Financial Services's Simon Property Group position peaked at $668K in Q4 2017.
  • 664 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on Orrstown Financial Services's 13F filing for Q1 2020, filed 2 Apr 2020.