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Wasatch Advisors’s Simon Property Group SPG Stock Holding History

Wasatch 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
2018
Q3 		– Sell
-4,285
Closed -$729K – 277
2018
Q2 		$729K Hold
4,285
– – 0.01% 258
2018
Q1 		$661K Buy
4,285
+600
+16% +$95.4K 0.01% 267
2017
Q4 		$633K Buy
3,685
+900
+32% +$146K 0.01% 271
2017
Q3 		$448K Buy
+2,785
New +$445K 0.01% 301

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors's SPG Position: Q3 2018 in Review

Wasatch Advisors sold out of Simon Property Group (SPG) in Q3 2018, closing a stake of 4,285 shares — an estimated $729K sold.

Wasatch Advisors first reported a position in SPG in Q3 2017 and held it in 4 quarters. The position peaked at $729K in Q2 2018. 734 funds tracked by Wall St. Rank hold SPG as of Q3 2018.

  • Wasatch Advisors reported no remaining Simon Property Group position as of Q3 2018 after selling out during the quarter.
  • Wasatch Advisors sold 4,285 Simon Property Group shares in Q3 2018, an estimated $729K.
  • Wasatch Advisors first reported a position in Simon Property Group in Q3 2017 and held it in 4 quarters.
  • Wasatch Advisors's Simon Property Group position peaked at $729K in Q2 2018.
  • 734 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2018.

Based on Wasatch Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.