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Wealth Quarterback’s Simon Property Group SPG Stock Holding History

Wealth Quarterback’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 		– Sell
-89
Closed -$4.88K – 668
2020
Q1 		$4.88K Buy
89
+75
+536% +$8.97K ﹤0.01% 622
2019
Q4 		$2.04K Buy
+14
New +$2.1K ﹤0.01% 758

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Quarterback's SPG Position: Q2 2020 in Review

Wealth Quarterback sold out of Simon Property Group (SPG) in Q2 2020, closing a stake of 89 shares — an estimated $4.88K sold.

Wealth Quarterback first reported a position in SPG in Q4 2019 and held it in 2 quarters. The position peaked at $4.88K in Q1 2020. 676 funds tracked by Wall St. Rank hold SPG as of Q2 2020.

  • Wealth Quarterback reported no remaining Simon Property Group position as of Q2 2020 after selling out during the quarter.
  • Wealth Quarterback sold 89 Simon Property Group shares in Q2 2020, an estimated $4.88K.
  • Wealth Quarterback first reported a position in Simon Property Group in Q4 2019 and held it in 2 quarters.
  • Wealth Quarterback's Simon Property Group position peaked at $4.88K in Q1 2020.
  • 676 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.