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Twin Capital Management’s Simon Property Group SPG Stock Holding History

Twin Capital 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
2022
Q2 		– Sell
-3,185
Closed -$419K – 311
2022
Q1 		$419K Hold
3,185
– – 0.05% 257
2021
Q4 		$509K Buy
+3,185
New +$486K 0.05% 262
2020
Q2 		– Sell
-12,800
Closed -$702K – 279
2020
Q1 		$702K Sell
12,800
-40
-0.3% -$4.78K 0.08% 213
2019
Q4 		$1.91M Buy
12,840
+4,770
+59% +$715K 0.16% 171
2019
Q3 		$1.26M Buy
8,070
+1,370
+20% +$213K 0.09% 199
2019
Q2 		$1.07M Buy
6,700
+3,240
+94% +$558K 0.07% 207
2019
Q1 		$630K Buy
3,460
+190
+6% +$33.8K 0.03% 261
2018
Q4 		$549K Hold
3,270
– – 0.03% 252
2018
Q3 		$578K Hold
3,270
– – 0.03% 297
2018
Q2 		$557K Sell
3,270
-150
-4% -$23.9K 0.03% 297
2018
Q1 		$528K Hold
3,420
– – 0.03% 316
2017
Q4 		$587K Hold
3,420
– – 0.03% 310
2017
Q3 		$551K Sell
3,420
-50
-1% -$7.99K 0.03% 322
2017
Q2 		$561K Sell
3,470
-25,380
-88% -$4.13M 0.03% 306
2017
Q1 		$4.96M Buy
28,850
+150
+0.5% +$26.8K 0.31% 100
2016
Q4 		$5.1M Buy
28,700
+7,690
+37% +$1.43M 0.33% 101
2016
Q3 		$4.35M Sell
21,010
-340
-2% -$73.7K 0.29% 108
2016
Q2 		$4.63M Buy
21,350
+7,440
+53% +$1.52M 0.35% 83
2016
Q1 		$2.89M Buy
13,910
+1,180
+9% +$227K 0.22% 136
2015
Q4 		$2.48M Buy
12,730
+90
+0.7% +$17.4K 0.2% 144
2015
Q3 		$2.32M Buy
+12,640
New +$2.32M 0.22% 143

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Twin Capital Management's SPG Position: Q2 2022 in Review

Twin Capital Management sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 3,185 shares — an estimated $419K sold.

Twin Capital Management first reported a position in SPG in Q3 2015 and held it in 21 quarters. The position peaked at $5.1M in Q4 2016. 937 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

  • Twin Capital Management reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
  • Twin Capital Management sold 3,185 Simon Property Group shares in Q2 2022, an estimated $419K.
  • Twin Capital Management first reported a position in Simon Property Group in Q3 2015 and held it in 21 quarters.
  • Twin Capital Management's Simon Property Group position peaked at $5.1M in Q4 2016.
  • 937 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on Twin Capital Management's 13F filing for Q2 2022, filed 2 Aug 2022.