Tiverton Asset Management’s Simon Property Group SPG Stock Holding History

Tiverton Asset 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
2019 Q3	$298K	Hold	1,917	–	–	0.01%	498
2019 Q2	$306K	Hold	1,917	–	–	0.01%	503
2019 Q1	$349K	Sell	1,917 -6,416	-77%	-$1.14M	0.02%	448
2018 Q4	$1.4M	Hold	8,333	–	–	0.08%	147
2018 Q3	$1.47M	Buy	8,333 +702	+9%	+$124K	0.07%	164
2018 Q2	$1.3M	Buy	7,631 +5,714	+298%	+$909K	0.07%	161
2018 Q1	$296K	Sell	1,917 -947	-33%	-$151K	0.02%	268
2017 Q4	$492K	Buy	+2,864	New	+$465K	0.03%	240
2017 Q2	–	Sell	-24,800	Closed	-$4.27M	–	182
2017 Q1	$4.27M	Buy	+24,800	New	+$4.43M	0.22%	126

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

Tiverton Asset Management's SPG Position: Q3 2019 in Review

Tiverton Asset Management held its Simon Property Group (SPG) position steady in Q3 2019 at 1,917 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #498.

Tiverton Asset Management first reported a position in SPG in Q1 2017 and has held it in 9 quarters since. The position peaked at $4.27M in Q1 2017. 767 funds tracked by Wall St. Rank hold SPG as of Q3 2019.

Tiverton Asset Management held 1,917 shares of Simon Property Group worth $298K as of Q3 2019.
Tiverton Asset Management left its Simon Property Group share count unchanged in Q3 2019.
Simon Property Group made up 0.01% of Tiverton Asset Management's portfolio in Q3 2019, its #498 holding.
Tiverton Asset Management first reported a position in Simon Property Group in Q1 2017 and has held it in 9 quarters since.
Tiverton Asset Management's Simon Property Group position peaked at $4.27M in Q1 2017.
767 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.