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Shorepoint Capital Partners’s Simon Property Group SPG Stock Holding History

Shorepoint Capital Partners’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
2019
Q3 		– Sell
-10,886
Closed -$1.74M – 92
2019
Q2 		$1.74M Sell
10,886
-972
-8% -$167K 0.99% 43
2019
Q1 		$2.16M Buy
+11,858
New +$2.11M 1.22% 35

Other funds holding SPG

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shorepoint Capital Partners's SPG Position: Q3 2019 in Review

Shorepoint Capital Partners sold out of Simon Property Group (SPG) in Q3 2019, closing a stake of 10,886 shares — an estimated $1.74M sold.

Shorepoint Capital Partners first reported a position in SPG in Q1 2019 and held it in 2 quarters. The position peaked at $2.16M in Q1 2019. 767 funds tracked by Wall St. Rank hold SPG as of Q3 2019.

  • Shorepoint Capital Partners reported no remaining Simon Property Group position as of Q3 2019 after selling out during the quarter.
  • Shorepoint Capital Partners sold 10,886 Simon Property Group shares in Q3 2019, an estimated $1.74M.
  • Shorepoint Capital Partners first reported a position in Simon Property Group in Q1 2019 and held it in 2 quarters.
  • Shorepoint Capital Partners's Simon Property Group position peaked at $2.16M in Q1 2019.
  • 767 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2019.

Based on Shorepoint Capital Partners's 13F filing for Q3 2019, filed 14 Nov 2019.