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Sageworth Trust’s Simon Property Group SPG Stock Holding History

Sageworth Trust’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
-4
Closed – – 325
2020
Q2 		$0 Buy
+4
New +$251 ﹤0.01% 328
2019
Q2 		– Sell
-27
Closed -$5K – 265
2019
Q1 		$5K Buy
+27
New +$4.8K ﹤0.01% 193
2018
Q1 		– Sell
-5
Closed -$1K – 170
2017
Q4 		$1K Buy
+5
New +$812 ﹤0.01% 105

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 $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sageworth Trust's SPG Position: Q3 2020 in Review

Sageworth Trust sold out of Simon Property Group (SPG) in Q3 2020, closing a stake of 4 shares.

Sageworth Trust first reported a position in SPG in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q1 2019. 672 funds tracked by Wall St. Rank hold SPG as of Q3 2020.

  • Sageworth Trust reported no remaining Simon Property Group position as of Q3 2020 after selling out during the quarter.
  • Sageworth Trust sold 4 Simon Property Group shares in Q3 2020.
  • Sageworth Trust first reported a position in Simon Property Group in Q4 2017 and held it in 3 quarters.
  • Sageworth Trust's Simon Property Group position peaked at $5K in Q1 2019.
  • 672 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2020.

Based on Sageworth Trust's 13F filing for Q3 2020, filed 4 Nov 2020.