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Private Capital Management (Colorado)’s Simon Property Group SPG Stock Holding History

Private Capital Management (Colorado)’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
Q4 		– Sell
-2,343
Closed -$210K – 136
2022
Q3 		$210K Sell
2,343
-6
-0.3% -$614 0.08% 130
2022
Q2 		$309K Hold
2,349
– – 0.1% 117
2022
Q1 		$309K Buy
+2,349
New +$335K 0.1% 117

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Capital Management (Colorado)'s SPG Position: Q4 2022 in Review

Private Capital Management (Colorado) sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 2,343 shares — an estimated $210K sold.

Private Capital Management (Colorado) first reported a position in SPG in Q1 2022 and held it in 3 quarters. The position peaked at $309K in Q2 2022. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

  • Private Capital Management (Colorado) reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 2,343 Simon Property Group shares in Q4 2022, an estimated $210K.
  • Private Capital Management (Colorado) first reported a position in Simon Property Group in Q1 2022 and held it in 3 quarters.
  • Private Capital Management (Colorado)'s Simon Property Group position peaked at $309K in Q2 2022.
  • 994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2022, filed 31 Jan 2023.