Scopus Asset Management’s Simon Property Group SPG Stock Holding History

Scopus Asset 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
2024 Q3	–	Sell	-80,000	Closed	-$12.1M	–	317
2024 Q2	$12.1M	Buy	+80,000	New	+$11.8M	0.24%	127
2024 Q1	–	Sell	-100,000	Closed	-$14.3M	–	312
2023 Q4	$14.3M	Buy	+100,000	New	+$12.1M	0.36%	93
2021 Q2	–	Sell	-228,850	Closed	-$26M	–	448
2021 Q1	$26M	Buy	+228,850	New	+$23.9M	0.33%	95

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

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Scopus Asset Management's SPG Position: Q3 2024 in Review

Scopus Asset Management sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 80,000 shares — an estimated $12.1M sold.

Scopus Asset Management first reported a position in SPG in Q1 2021 and held it in 3 quarters. The position peaked at $26M in Q1 2021. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

Scopus Asset Management reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
Scopus Asset Management sold 80,000 Simon Property Group shares in Q3 2024, an estimated $12.1M.
Scopus Asset Management first reported a position in Simon Property Group in Q1 2021 and held it in 3 quarters.
Scopus Asset Management's Simon Property Group position peaked at $26M in Q1 2021.
1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Scopus Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.