SIM
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Sonora Investment Management’s Simon Property Group SPG Stock Holding History

Sonora 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
2021
Q3 		$39K Sell
300
-50
-14% -$6.51K ﹤0.01% 474
2021
Q2 		$46K Sell
350
-50
-13% -$6.21K 0.01% 408
2021
Q1 		$46K Buy
+400
New +$41.7K ﹤0.01% 643
2020
Q3 		– Sell
-37
Closed -$3K – 1876
2020
Q2 		$3K Buy
+37
New +$2.32K ﹤0.01% 1528
2019
Q4 		– Sell
-72
Closed -$11K – 1729
2019
Q3 		$11K Hold
72
– – ﹤0.01% 1140
2019
Q2 		$12K Hold
72
– – ﹤0.01% 1059
2019
Q1 		$13K Hold
72
– – ﹤0.01% 929
2018
Q4 		$12K Hold
72
– – ﹤0.01% 781
2018
Q3 		$13K Hold
72
– – ﹤0.01% 782
2018
Q2 		$12K Sell
72
-531
-88% -$84.5K ﹤0.01% 734
2018
Q1 		$93.1K Buy
603
+7
+1% +$1.11K 0.01% 270
2017
Q4 		$102K Buy
596
+524
+728% +$85.1K 0.02% 260
2017
Q3 		$11.6K Hold
72
– – ﹤0.01% 668
2017
Q2 		$11.6K Buy
+72
New +$11.7K ﹤0.01% 664

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sonora Investment Management's SPG Position: Q3 2021 in Review

Sonora Investment Management reduced its Simon Property Group (SPG) stake by 14% in Q3 2021, selling an estimated $6.51K and leaving 300 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Sonora Investment Management first reported a position in SPG in Q2 2017 and has held it in 14 quarters since. The position peaked at $102K in Q4 2017. 916 funds tracked by Wall St. Rank hold SPG as of Q3 2021.

  • Sonora Investment Management held 300 shares of Simon Property Group worth $39K as of Q3 2021.
  • Sonora Investment Management sold 50 Simon Property Group shares in Q3 2021, an estimated $6.51K.
  • Simon Property Group made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #474 holding.
  • Sonora Investment Management first reported a position in Simon Property Group in Q2 2017 and has held it in 14 quarters since.
  • Sonora Investment Management's Simon Property Group position peaked at $102K in Q4 2017.
  • 916 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.