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Price Wealth’s Simon Property Group SPG Stock Holding History

Price Wealth’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
Q3 		$76K Buy
1,177
+1,161
+7,256% +$76.1K 0.02% 114
2020
Q2 		$1K Sell
16
-62
-79% -$3.89K ﹤0.01% 382
2020
Q1 		$4K Buy
78
+25
+47% +$2.99K ﹤0.01% 219
2019
Q4 		$8K Buy
+53
New +$7.95K ﹤0.01% 175
2018
Q2 		– Sell
-70
Closed -$11.1K – 223
2018
Q1 		$11K Hold
70
– – 0.01% 155
2017
Q4 		$12K Buy
+70
New +$11.4K 0.01% 175

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Price Wealth's SPG Position: Q3 2020 in Review

Price Wealth increased its Simon Property Group (SPG) stake by 7,256% in Q3 2020, buying an estimated $76.1K and bringing the position to 1,177 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #114.

Price Wealth first reported a position in SPG in Q4 2017 and has held it in 6 quarters since. 671 funds tracked by Wall St. Rank hold SPG as of Q3 2020.

  • Price Wealth held 1,177 shares of Simon Property Group worth $76K as of Q3 2020.
  • Price Wealth bought 1,161 Simon Property Group shares in Q3 2020, an estimated $76.1K.
  • Simon Property Group made up 0.02% of Price Wealth's portfolio in Q3 2020, its #114 holding.
  • Price Wealth first reported a position in Simon Property Group in Q4 2017 and has held it in 6 quarters since.
  • 671 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.