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Parsec Financial Management’s Simon Property Group SPG Stock Holding History

Parsec Financial 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
Q1 		– Sell
-5,196
Closed -$443K – 262
2020
Q4 		$443K Sell
5,196
-821
-14% -$62.7K 0.02% 185
2020
Q3 		$389K Buy
6,017
+897
+18% +$58.8K 0.02% 185
2020
Q2 		$350K Buy
+5,120
New +$321K 0.02% 185

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parsec Financial Management's SPG Position: Q1 2021 in Review

Parsec Financial Management sold out of Simon Property Group (SPG) in Q1 2021, closing a stake of 5,196 shares — an estimated $443K sold.

Parsec Financial Management first reported a position in SPG in Q2 2020 and held it in 3 quarters. The position peaked at $443K in Q4 2020. 846 funds tracked by Wall St. Rank hold SPG as of Q1 2021.

  • Parsec Financial Management reported no remaining Simon Property Group position as of Q1 2021 after selling out during the quarter.
  • Parsec Financial Management sold 5,196 Simon Property Group shares in Q1 2021, an estimated $443K.
  • Parsec Financial Management first reported a position in Simon Property Group in Q2 2020 and held it in 3 quarters.
  • Parsec Financial Management's Simon Property Group position peaked at $443K in Q4 2020.
  • 846 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2021.

Based on Parsec Financial Management's 13F filing for Q1 2021, filed 23 Apr 2021.