Zacks Investment Management’s Simon Property Group SPG Stock Holding History

Zacks Investment 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
2020 Q1	–	Sell	-26,697	Closed	-$3.98M	–	592
2019 Q4	$3.98M	Buy	+26,697	New	+$4M	0.07%	170
2019 Q3	–	Sell	-12,124	Closed	-$1.94M	–	576
2019 Q2	$1.94M	Buy	+12,124	New	+$2.09M	0.04%	271
2018 Q1	–	Sell	-1,242	Closed	-$213K	–	613
2017 Q4	$213K	Buy	+1,242	New	+$202K	﹤0.01%	520
2016 Q4	–	Sell	-1,539	Closed	-$319K	–	726
2016 Q3	$319K	Buy	1,539 +5	+0.3%	+$1.08K	0.01%	494
2016 Q2	$333K	Buy	1,534 +5	+0.3%	+$1.02K	0.01%	486
2016 Q1	$317K	Buy	+1,529	New	+$294K	0.01%	487

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zacks Investment Management's SPG Position: Q1 2020 in Review

Zacks Investment Management sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 26,697 shares — an estimated $3.98M sold.

Zacks Investment Management first reported a position in SPG in Q1 2016 and held it in 6 quarters. The position peaked at $3.98M in Q4 2019. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

Zacks Investment Management reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
Zacks Investment Management sold 26,697 Simon Property Group shares in Q1 2020, an estimated $3.98M.
Zacks Investment Management first reported a position in Simon Property Group in Q1 2016 and held it in 6 quarters.
Zacks Investment Management's Simon Property Group position peaked at $3.98M in Q4 2019.
663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on Zacks Investment Management's 13F filing for Q1 2020, filed 15 May 2020.