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Oxbow Advisors’s Simon Property Group SPG Stock Holding History

Oxbow Advisors’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 		– Sell
-15,489
Closed -$1.06M – 277
2020
Q2 		$1.06M Sell
15,489
-4,078
-21% -$256K 0.15% 121
2020
Q1 		$1.07M Sell
19,567
-9,522
-33% -$1.14M 0.18% 113
2019
Q4 		$4.33M Buy
29,089
+1,688
+6% +$253K 0.5% 52
2019
Q3 		$4.26M Buy
27,401
+1,638
+6% +$255K 0.57% 48
2019
Q2 		$4.12M Buy
+25,763
New +$4.44M 0.5% 51
2017
Q3 		– Sell
-8,241
Closed -$1.33M – 246
2017
Q2 		$1.33M Buy
8,241
+56
+0.7% +$9.12K 0.24% 112
2017
Q1 		$1.41M Buy
+8,185
New +$1.46M 0.23% 112

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oxbow Advisors's SPG Position: Q3 2020 in Review

Oxbow Advisors sold out of Simon Property Group (SPG) in Q3 2020, closing a stake of 15,489 shares — an estimated $1.06M sold.

Oxbow Advisors first reported a position in SPG in Q1 2017 and held it in 7 quarters. The position peaked at $4.33M in Q4 2019. 671 funds tracked by Wall St. Rank hold SPG as of Q3 2020.

  • Oxbow Advisors reported no remaining Simon Property Group position as of Q3 2020 after selling out during the quarter.
  • Oxbow Advisors sold 15,489 Simon Property Group shares in Q3 2020, an estimated $1.06M.
  • Oxbow Advisors first reported a position in Simon Property Group in Q1 2017 and held it in 7 quarters.
  • Oxbow Advisors's Simon Property Group position peaked at $4.33M in Q4 2019.
  • 671 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2020.

Based on Oxbow Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.