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Rampart Investment Management’s Simon Property Group SPG Stock Holding History

Rampart Investment 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
Q3 		– Sell
-2,389
Closed -$163K – 508
2020
Q2 		$163K Sell
2,389
-403
-14% -$25.3K 0.03% 407
2020
Q1 		$153K Sell
2,792
-3,736
-57% -$447K 0.07% 244
2019
Q4 		$972K Sell
6,528
-207
-3% -$31K 0.12% 223
2019
Q3 		$1.05M Sell
6,735
-581
-8% -$90.3K 0.13% 211
2019
Q2 		$1.17M Sell
7,316
-351
-5% -$60.5K 0.14% 205
2019
Q1 		$1.4M Buy
7,667
+4,409
+135% +$784K 0.16% 188
2018
Q4 		$547K Sell
3,258
-2,330
-42% -$417K 0.15% 138
2018
Q3 		$608K Sell
5,588
-6,612
-54% -$1.17M 0.27% 91
2018
Q2 		$2.08M Buy
12,200
+8,860
+265% +$1.41M 0.2% 143
2018
Q1 		$516K Sell
3,340
-472
-12% -$75.1K 0.05% 333
2017
Q4 		$655K Sell
3,812
-491
-11% -$79.7K 0.25% 99
2017
Q3 		$693K Buy
4,303
+602
+16% +$96.1K 0.23% 99
2017
Q2 		$599K Buy
3,701
+2,842
+331% +$463K 0.22% 110
2017
Q1 		$148K Buy
+859
New +$153K 0.05% 101

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $51.1B AUM 35.55% 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

Rampart Investment Management's SPG Position: Q3 2020 in Review

Rampart Investment Management sold out of Simon Property Group (SPG) in Q3 2020, closing a stake of 2,389 shares — an estimated $163K sold.

Rampart Investment Management first reported a position in SPG in Q1 2017 and held it in 14 quarters. The position peaked at $2.08M in Q2 2018. 672 funds tracked by Wall St. Rank hold SPG as of Q3 2020.

  • Rampart Investment Management reported no remaining Simon Property Group position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 2,389 Simon Property Group shares in Q3 2020, an estimated $163K.
  • Rampart Investment Management first reported a position in Simon Property Group in Q1 2017 and held it in 14 quarters.
  • Rampart Investment Management's Simon Property Group position peaked at $2.08M in Q2 2018.
  • 672 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.