True North Advisors’s Simon Property Group SPG Stock Holding History

True North Advisors’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	-2,131	Closed	-$317K	–	142
2019 Q4	$317K	Buy	+2,131	New	+$320K	0.09%	83

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

True North Advisors's SPG Position: Q1 2020 in Review

True North Advisors sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 2,131 shares — an estimated $317K sold.

True North Advisors first reported a position in SPG in Q4 2019 and held it in 1 quarter. The position peaked at $317K in Q4 2019. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

True North Advisors reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
True North Advisors sold 2,131 Simon Property Group shares in Q1 2020, an estimated $317K.
True North Advisors first reported a position in Simon Property Group in Q4 2019 and held it in 1 quarter.
True North Advisors's Simon Property Group position peaked at $317K in Q4 2019.
663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on True North Advisors's 13F filing for Q1 2020, filed 12 May 2022.