OWD
SPG icon

Osborn Williams & Donohoe’s Simon Property Group SPG Stock Holding History

Osborn Williams & Donohoe’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 		$234K Sell
4,261
-2,820
-40% -$337K 0.03% 244
2019
Q4 		$1.05M Buy
7,081
+560
+9% +$84K 0.11% 165
2019
Q3 		$1.01M Buy
6,521
+2,030
+45% +$316K 0.1% 169
2019
Q2 		$717K Buy
4,491
+725
+19% +$125K 0.07% 193
2019
Q1 		$694K Buy
+3,766
New +$669K 0.07% 213

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

Osborn Williams & Donohoe's SPG Position: Q1 2020 in Review

Osborn Williams & Donohoe reduced its Simon Property Group (SPG) stake by 40% in Q1 2020, selling an estimated $337K and leaving 4,261 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #244.

Osborn Williams & Donohoe first reported a position in SPG in Q1 2019 and has held it in 5 quarters since. The position peaked at $1.05M in Q4 2019. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

  • Osborn Williams & Donohoe held 4,261 shares of Simon Property Group worth $234K as of Q1 2020.
  • Osborn Williams & Donohoe sold 2,820 Simon Property Group shares in Q1 2020, an estimated $337K.
  • Simon Property Group made up 0.03% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #244 holding.
  • Osborn Williams & Donohoe first reported a position in Simon Property Group in Q1 2019 and has held it in 5 quarters since.
  • Osborn Williams & Donohoe's Simon Property Group position peaked at $1.05M in Q4 2019.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.