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Squar Milner Financial Services’s Simon Property Group SPG Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-50
Closed -$2K – 631
2020
Q1 		$2K Buy
50
+42
+525% +$5.02K ﹤0.01% 685
2019
Q4 		$1K Buy
+8
New +$1.2K ﹤0.01% 803

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Squar Milner Financial Services's SPG Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Simon Property Group (SPG) in Q2 2020, closing a stake of 50 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in SPG in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 676 funds tracked by Wall St. Rank hold SPG as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Simon Property Group position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 50 Simon Property Group shares in Q2 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Simon Property Group in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Simon Property Group position peaked at $2K in Q1 2020.
  • 676 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.