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YHB Investment Advisors’s Simon Property Group SPG Stock Holding History

YHB Investment 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
2020
Q1 		– Sell
-2,039
Closed -$304K – 183
2019
Q4 		$304K Sell
2,039
-84
-4% -$12.6K 0.04% 155
2019
Q3 		$330K Sell
2,123
-10,118
-83% -$1.57M 0.05% 153
2019
Q2 		$1.96M Sell
12,241
-295
-2% -$50.8K 0.31% 84
2019
Q1 		$2.28M Buy
12,536
+210
+2% +$37.3K 0.36% 77
2018
Q4 		$2.07M Buy
12,326
+2,322
+23% +$415K 0.37% 78
2018
Q3 		$1.77M Sell
10,004
-24
-0.2% -$4.25K 0.27% 94
2018
Q2 		$1.71M Sell
10,028
-15
-0.1% -$2.39K 0.28% 96
2018
Q1 		$1.55M Sell
10,043
-288
-3% -$45.8K 0.26% 97
2017
Q4 		$1.77M Buy
10,331
+409
+4% +$66.4K 0.3% 91
2017
Q3 		$1.6M Sell
9,922
-651
-6% -$104K 0.29% 92
2017
Q2 		$1.71M Buy
10,573
+1,245
+13% +$203K 0.29% 84
2017
Q1 		$1.54M Buy
9,328
+2,054
+28% +$367K 0.3% 84
2016
Q4 		$1.29M Buy
7,274
+4,415
+154% +$820K 0.27% 94
2016
Q3 		$592K Buy
+2,859
New +$620K 0.14% 117

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

YHB Investment Advisors's SPG Position: Q1 2020 in Review

YHB Investment Advisors sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 2,039 shares — an estimated $304K sold.

YHB Investment Advisors first reported a position in SPG in Q3 2016 and held it in 14 quarters. The position peaked at $2.28M in Q1 2019. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

  • YHB Investment Advisors reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
  • YHB Investment Advisors sold 2,039 Simon Property Group shares in Q1 2020, an estimated $304K.
  • YHB Investment Advisors first reported a position in Simon Property Group in Q3 2016 and held it in 14 quarters.
  • YHB Investment Advisors's Simon Property Group position peaked at $2.28M in Q1 2019.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on YHB Investment Advisors's 13F filing for Q1 2020, filed 16 Apr 2020.