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Parametrica Management’s Simon Property Group SPG Stock Holding History

Parametrica 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
2021
Q2 		– Sell
-33,400
Closed -$3.85M – 170
2021
Q1 		$3.85M Sell
33,400
-11,200
-25% -$1.17M 1.85% 16
2020
Q4 		$3.8M Buy
+44,600
New +$3.41M 2.34% 9
2018
Q4 		– Sell
-1,328
Closed -$235K – 332
2018
Q3 		$235K Buy
+1,328
New +$235K 0.51% 106
2017
Q1 		– Sell
-1,219
Closed -$217K – 357
2016
Q4 		$217K Buy
+1,219
New +$226K 0.21% 174
2014
Q1 		– Sell
-2,856
Closed -$409K – 123
2013
Q4 		$409K Buy
+2,856
New +$411K 1.13% 15

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return