Princeton Alpha Management’s Simon Property Group SPG Stock Holding History

Princeton Alpha 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
2017 Q1	–	Sell	-23,997	Closed	-$4.26M	–	734
2016 Q4	$4.26M	Buy	23,997 +19,336	+415%	+$3.59M	0.88%	5
2016 Q3	$965K	Buy	4,661 +3,660	+366%	+$794K	0.18%	178
2016 Q2	$217K	Buy	+1,001	New	+$204K	0.04%	649
2016 Q1	–	Sell	-4,501	Closed	-$875K	–	907
2015 Q4	$875K	Sell	4,501 -6,643	-60%	-$1.29M	0.15%	213
2015 Q3	$2.05M	Buy	11,144 +9,457	+561%	+$1.73M	0.42%	40
2015 Q2	$292K	Buy	+1,687	New	+$310K	0.06%	462
2015 Q1	–	Sell	-2,380	Closed	-$433K	–	878
2014 Q4	$433K	Buy	+2,380	New	+$422K	0.12%	269
2014 Q1	–	Sell	-6,125	Closed	-$877K	–	727
2013 Q4	$877K	Buy	+6,125	New	+$882K	0.64%	5

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Princeton Alpha Management's SPG Position: Q1 2017 in Review

Princeton Alpha Management sold out of Simon Property Group (SPG) in Q1 2017, closing a stake of 23,997 shares — an estimated $4.26M sold.

Princeton Alpha Management first reported a position in SPG in Q4 2013 and held it in 8 quarters. The position peaked at $4.26M in Q4 2016. 686 funds tracked by Wall St. Rank hold SPG as of Q1 2017.

Princeton Alpha Management reported no remaining Simon Property Group position as of Q1 2017 after selling out during the quarter.
Princeton Alpha Management sold 23,997 Simon Property Group shares in Q1 2017, an estimated $4.26M.
Princeton Alpha Management first reported a position in Simon Property Group in Q4 2013 and held it in 8 quarters.
Princeton Alpha Management's Simon Property Group position peaked at $4.26M in Q4 2016.
686 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2017.

Based on Princeton Alpha Management's 13F filing for Q1 2017, filed 3 May 2017.