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Probity Advisors’s Simon Property Group SPG Stock Holding History

Probity Advisors’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
Q1 		– Sell
-3,371
Closed -$502K – 176
2019
Q4 		$502K Sell
3,371
-1,592
-32% -$239K 0.15% 117
2019
Q3 		$772K Buy
4,963
+294
+6% +$45.7K 0.25% 82
2019
Q2 		$746K Sell
4,669
-154
-3% -$26.5K 0.25% 82
2019
Q1 		$879K Sell
4,823
-53
-1% -$9.42K 0.3% 69
2018
Q4 		$819K Buy
4,876
+23
+0.5% +$4.11K 0.3% 68
2018
Q3 		$858K Sell
4,853
-11
-0.2% -$1.95K 0.28% 75
2018
Q2 		$828K Buy
4,864
+432
+10% +$68.7K 0.29% 74
2018
Q1 		$684K Buy
4,432
+1,018
+30% +$162K 0.24% 83
2017
Q4 		$586K Buy
3,414
+2,102
+160% +$341K 0.2% 91
2017
Q3 		$211K Buy
+1,312
New +$210K 0.08% 136

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Probity Advisors's SPG Position: Q1 2020 in Review

Probity Advisors sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 3,371 shares — an estimated $502K sold.

Probity Advisors first reported a position in SPG in Q3 2017 and held it in 10 quarters. The position peaked at $879K in Q1 2019. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

  • Probity Advisors reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
  • Probity Advisors sold 3,371 Simon Property Group shares in Q1 2020, an estimated $502K.
  • Probity Advisors first reported a position in Simon Property Group in Q3 2017 and held it in 10 quarters.
  • Probity Advisors's Simon Property Group position peaked at $879K in Q1 2019.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on Probity Advisors's 13F filing for Q1 2020, filed 15 May 2020.