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Wolverine Asset Management’s Simon Property Group SPG Stock Holding History

Wolverine Asset 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
2023
Q4 		– Sell
-19,560
Closed -$2.11M – 1988
2023
Q3 		$2.11M Buy
19,560
+19,258
+6,377% +$2.26M 0.02% 536
2023
Q2 		$34.9K Buy
+302
New +$32.9K ﹤0.01% 1216
2022
Q4 		– Sell
-5,286
Closed -$474K – 2291
2022
Q3 		$474K Sell
5,286
-5,707
-52% -$584K 0.01% 1028
2022
Q2 		$1.04M Sell
10,993
-1,814
-14% -$208K 0.01% 765
2022
Q1 		$1.68M Buy
+12,807
New +$1.82M 0.02% 565
2021
Q3 		– Sell
-6,471
Closed -$844K – 2326
2021
Q2 		$844K Buy
6,471
+1,218
+23% +$151K 0.01% 708
2021
Q1 		$597K Sell
5,253
-296
-5% -$30.9K 0.01% 844
2020
Q4 		$473K Sell
5,549
-37,728
-87% -$2.88M ﹤0.01% 857
2020
Q3 		$2.8M Sell
43,277
-4,356
-9% -$286K 0.02% 335
2020
Q2 		$3.26M Sell
47,633
-60,634
-56% -$3.8M 0.03% 302
2020
Q1 		$5.94M Buy
+108,267
New +$12.9M 0.09% 181
2017
Q1 		– Sell
-2,057
Closed -$365K – 1369
2016
Q4 		$365K Buy
+2,057
New +$382K ﹤0.01% 744
2015
Q1 		– Sell
-192
Closed -$34K – 2161
2014
Q4 		$34K Sell
192
-1,429
-88% -$254K ﹤0.01% 1503
2014
Q3 		$266K Buy
+1,621
New +$273K 0.01% 929
2014
Q1 		– Sell
-7,973
Closed -$1.19M – 2741
2013
Q4 		$1.14M Buy
7,973
+1,276
+19% +$184K 0.02% 478
2013
Q3 		$933K Buy
+6,697
New +$972K 0.02% 560

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wolverine Asset Management's SPG Position: Q4 2023 in Review

Wolverine Asset Management sold out of Simon Property Group (SPG) in Q4 2023, closing a stake of 19,560 shares — an estimated $2.11M sold.

Wolverine Asset Management first reported a position in SPG in Q3 2013 and held it in 16 quarters. The position peaked at $5.94M in Q1 2020. 1,054 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

  • Wolverine Asset Management reported no remaining Simon Property Group position as of Q4 2023 after selling out during the quarter.
  • Wolverine Asset Management sold 19,560 Simon Property Group shares in Q4 2023, an estimated $2.11M.
  • Wolverine Asset Management first reported a position in Simon Property Group in Q3 2013 and held it in 16 quarters.
  • Wolverine Asset Management's Simon Property Group position peaked at $5.94M in Q1 2020.
  • 1,054 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Wolverine Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.