Pictet Asset Management (Switzerland)’s Simon Property Group SPG Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$21.7M	Sell	187,902 -15,550	-8%	-$1.69M	0.03%	443
2023 Q1	$22.8M	Sell	203,452 -60,353	-23%	-$7.21M	0.03%	434
2022 Q4	$31M	Sell	263,805 -46,110	-15%	-$5.12M	0.04%	351
2022 Q3	$27.8M	Sell	309,915 -129,680	-29%	-$13.3M	0.04%	366
2022 Q2	$41.7M	Buy	439,595 +15,265	+4%	+$1.75M	0.06%	315
2022 Q1	$55.8M	Buy	424,330 +58,457	+16%	+$8.33M	0.06%	294
2021 Q4	$58.5M	Buy	365,873 +27,900	+8%	+$4.26M	0.06%	317
2021 Q3	$43.9M	Buy	+337,973	New	+$44M	0.05%	360

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s SPG Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Simon Property Group (SPG) stake by 7.6% in Q2 2023, selling an estimated $1.69M and leaving 187,902 shares worth $21.7M. The position accounts for 0.03% of the portfolio, ranked #443.

Pictet Asset Management (Switzerland) first reported a position in SPG in Q3 2021 and has held it in 8 quarters since. The position peaked at $58.5M in Q4 2021. 986 funds tracked by Wall St. Rank hold SPG as of Q2 2023.

Pictet Asset Management (Switzerland) held 187,902 shares of Simon Property Group worth $21.7M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 15,550 Simon Property Group shares in Q2 2023, an estimated $1.69M.
Simon Property Group made up 0.03% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #443 holding.
Pictet Asset Management (Switzerland) first reported a position in Simon Property Group in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Simon Property Group position peaked at $58.5M in Q4 2021.
986 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.