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Perkins Coie Trust Company’s Simon Property Group SPG Stock Holding History

Perkins Coie Trust Company’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
2022
Q1 		– Sell
-595
Closed -$95K – 241
2021
Q4 		$95K Hold
595
– – 0.03% 105
2021
Q3 		$77K Sell
595
-405
-41% -$52.7K 0.02% 131
2021
Q2 		$130K Buy
+1,000
New +$124K 0.04% 102
2020
Q2 		– Sell
-4
Closed – – 413
2020
Q1 		$0 Buy
+4
New +$478 ﹤0.01% 429

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Perkins Coie Trust Company's SPG Position: Q1 2022 in Review

Perkins Coie Trust Company sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 595 shares — an estimated $95K sold.

Perkins Coie Trust Company first reported a position in SPG in Q1 2020 and held it in 4 quarters. The position peaked at $130K in Q2 2021. 1,012 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • Perkins Coie Trust Company reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
  • Perkins Coie Trust Company sold 595 Simon Property Group shares in Q1 2022, an estimated $95K.
  • Perkins Coie Trust Company first reported a position in Simon Property Group in Q1 2020 and held it in 4 quarters.
  • Perkins Coie Trust Company's Simon Property Group position peaked at $130K in Q2 2021.
  • 1,012 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Perkins Coie Trust Company's 13F filing for Q1 2022, filed 15 Apr 2022.