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
2015 Q1	–	Sell	-30	Closed	-$3K	–	2162
2014 Q4	$3K	Buy	30 +10	+50%	+$1.77K	﹤0.01%	1937
2014 Q3	$12K	Hold	20	–	–	﹤0.01%	1944
2014 Q2	$13K	Buy	+20	New	+$3.27K	﹤0.01%	1801
2014 Q1	–	Sell	-236	Closed	-$107K	–	2742
2013 Q4	$107K	Sell	236 -70	-23%	-$10.1K	﹤0.01%	1420
2013 Q3	$238K	Buy	306 +45	+17%	+$6.53K	0.01%	1090
2013 Q2	$151K	Buy	+261	New	+$41.9K	﹤0.01%	1243

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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. 1,053 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.
1,053 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.