TCV Trust & Wealth Management’s Simon Property Group SPG Stock Holding History

TCV Trust & Wealth 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
2020 Q1	–	Sell	-1,810	Closed	-$270K	–	187
2019 Q4	$270K	Hold	1,810	–	–	0.03%	169
2019 Q3	$282K	Hold	1,810	–	–	0.04%	167
2019 Q2	$289K	Hold	1,810	–	–	0.04%	171
2019 Q1	$330K	Sell	1,810 -24	-1%	-$4.27K	0.04%	159
2018 Q4	$308K	Hold	1,834	–	–	0.05%	167
2018 Q3	$324K	Hold	1,834	–	–	0.04%	168
2018 Q2	$312K	Hold	1,834	–	–	0.04%	165
2018 Q1	$283K	Hold	1,834	–	–	0.04%	164
2017 Q4	$315K	Hold	1,834	–	–	0.04%	158
2017 Q3	$295K	Sell	1,834 -125	-6%	-$20K	0.04%	158
2017 Q2	$317K	Hold	1,959	–	–	0.05%	153
2017 Q1	$337K	Hold	1,959	–	–	0.05%	153
2016 Q4	$348K	Hold	1,959	–	–	0.06%	144
2016 Q3	$405K	Hold	1,959	–	–	0.07%	126
2016 Q2	$425K	Hold	1,959	–	–	0.07%	123
2016 Q1	$406K	Hold	1,959	–	–	0.07%	119
2015 Q4	$381K	Hold	1,959	–	–	0.07%	126
2015 Q3	$359K	Hold	1,959	–	–	0.06%	132
2015 Q2	$339K	Hold	1,959	–	–	0.06%	138
2015 Q1	$383K	Sell	1,959 -200	-9%	-$38.8K	0.06%	137
2014 Q4	$393K	Hold	2,159	–	–	0.06%	138
2014 Q3	$355K	Hold	2,159	–	–	0.06%	137
2014 Q2	$359K	Sell	2,159 -584	-21%	-$95.3K	0.06%	139
2014 Q1	$423K	Hold	2,743	–	–	0.07%	126
2013 Q4	$393K	Hold	2,743	–	–	0.07%	130
2013 Q3	$382K	Sell	2,743 -531	-16%	-$77.1K	0.07%	121
2013 Q2	$486K	Buy	+3,274	New	+$525K	0.1%	114

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCV Trust & Wealth Management's SPG Position: Q1 2020 in Review

TCV Trust & Wealth Management sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 1,810 shares — an estimated $270K sold.

TCV Trust & Wealth Management first reported a position in SPG in Q2 2013 and held it in 27 quarters. The position peaked at $486K in Q2 2013. 664 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

TCV Trust & Wealth Management reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
TCV Trust & Wealth Management sold 1,810 Simon Property Group shares in Q1 2020, an estimated $270K.
TCV Trust & Wealth Management first reported a position in Simon Property Group in Q2 2013 and held it in 27 quarters.
TCV Trust & Wealth Management's Simon Property Group position peaked at $486K in Q2 2013.
664 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on TCV Trust & Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.