TrueWealth LLC’s Simon Property Group SPG Stock Holding History

TrueWealth LLC’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	$19K	Buy	+275	New	+$17.3K	0.01%	385
2019 Q2	–	Hold	0	–	–	–	631
2019 Q1	–	Hold	0	–	–	–	525
2018 Q4	–	Hold	0	–	–	–	631
2018 Q3	–	Hold	0	–	–	–	696
2018 Q2	–	Hold	0	–	–	–	703
2018 Q1	–	Hold	0	–	–	–	720
2017 Q4	–	Hold	0	–	–	–	773

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TrueWealth LLC's SPG Position: Q2 2020 in Review

TrueWealth LLC opened a new position in Simon Property Group (SPG) in Q2 2020: 275 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #385 among its holdings.

676 funds tracked by Wall St. Rank hold SPG as of Q2 2020.

TrueWealth LLC held 275 shares of Simon Property Group worth $19K as of Q2 2020.
Simon Property Group was a new TrueWealth LLC position in Q2 2020.
Simon Property Group made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #385 holding.
676 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.