SimplyRich’s Simon Property Group SPG Stock Holding History

SimplyRich’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	-2,825	Closed	-$451K	–	153
2019 Q2	$451K	Buy	+2,825	New	+$487K	0.25%	105
2018 Q4	–	Sell	-2,825	Closed	-$499K	–	135
2018 Q3	$499K	Hold	2,825	–	–	0.27%	110
2018 Q2	$481K	Hold	2,825	–	–	0.28%	110
2018 Q1	$436K	Buy	+2,825	New	+$449K	0.24%	119

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SimplyRich's SPG Position: Q3 2019 in Review

SimplyRich sold out of Simon Property Group (SPG) in Q3 2019, closing a stake of 2,825 shares — an estimated $451K sold.

SimplyRich first reported a position in SPG in Q1 2018 and held it in 4 quarters. The position peaked at $499K in Q3 2018. 768 funds tracked by Wall St. Rank hold SPG as of Q3 2019.

SimplyRich reported no remaining Simon Property Group position as of Q3 2019 after selling out during the quarter.
SimplyRich sold 2,825 Simon Property Group shares in Q3 2019, an estimated $451K.
SimplyRich first reported a position in Simon Property Group in Q1 2018 and held it in 4 quarters.
SimplyRich's Simon Property Group position peaked at $499K in Q3 2018.
768 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2019.

Based on SimplyRich's 13F filing for Q3 2019, filed 1 Nov 2019.