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Vancity Investment Management’s Simon Property Group SPG Stock Holding History

Vancity Investment 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
Q4 		– Sell
-68,342
Closed -$6.13M – 55
2022
Q3 		$6.13M Hold
68,342
– – 0.97% 43
2022
Q2 		$6.49M Buy
68,342
+252
+0.4% +$28.9K 0.92% 45
2022
Q1 		$8.96M Buy
68,090
+4,094
+6% +$583K 1.06% 37
2021
Q4 		$10.2M Buy
63,996
+8,568
+15% +$1.31M 1.17% 33
2021
Q3 		$7.2M Buy
55,428
+23,638
+74% +$3.08M 0.92% 42
2021
Q2 		$4.15M Buy
31,790
+3,590
+13% +$446K 0.58% 57
2021
Q1 		$3.21M Hold
28,200
– – 0.59% 52
2020
Q4 		$2.4M Buy
+28,200
New +$2.15M 0.48% 53

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vancity Investment Management's SPG Position: Q4 2022 in Review

Vancity Investment Management sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 68,342 shares — an estimated $6.13M sold.

Vancity Investment Management first reported a position in SPG in Q4 2020 and held it in 8 quarters. The position peaked at $10.2M in Q4 2021. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

  • Vancity Investment Management reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
  • Vancity Investment Management sold 68,342 Simon Property Group shares in Q4 2022, an estimated $6.13M.
  • Vancity Investment Management first reported a position in Simon Property Group in Q4 2020 and held it in 8 quarters.
  • Vancity Investment Management's Simon Property Group position peaked at $10.2M in Q4 2021.
  • 994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Vancity Investment Management's 13F filing for Q4 2022, filed 8 Feb 2023.