PVWM
SPG icon

Point View Wealth Management’s Simon Property Group SPG Stock Holding History

Point View Wealth 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
2020
Q4 		$706K Buy
8,284
+1,194
+17% +$91.2K 0.29% 114
2020
Q3 		$459K Buy
7,090
+1,327
+23% +$87K 0.22% 143
2020
Q2 		$394K Sell
5,763
-140
-2% -$8.78K 0.19% 160
2020
Q1 		$324K Buy
5,903
+3,792
+180% +$453K 0.18% 172
2019
Q4 		$314K Buy
2,111
+811
+62% +$122K 0.13% 198
2019
Q3 		$202K Buy
+1,300
New +$202K 0.09% 239

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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Point View Wealth Management's SPG Position: Q4 2020 in Review

Point View Wealth Management increased its Simon Property Group (SPG) stake by 17% in Q4 2020, buying an estimated $91.2K and bringing the position to 8,284 shares worth $706K. The position accounts for 0.29% of the portfolio, ranked #114.

Point View Wealth Management first reported a position in SPG in Q3 2019 and has held it in 6 quarters since. 780 funds tracked by Wall St. Rank hold SPG as of Q4 2020.

  • Point View Wealth Management held 8,284 shares of Simon Property Group worth $706K as of Q4 2020.
  • Point View Wealth Management bought 1,194 Simon Property Group shares in Q4 2020, an estimated $91.2K.
  • Simon Property Group made up 0.29% of Point View Wealth Management's portfolio in Q4 2020, its #114 holding.
  • Point View Wealth Management first reported a position in Simon Property Group in Q3 2019 and has held it in 6 quarters since.
  • 780 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.