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Advent Capital Management’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-30,000
Closed -$3.24M 212
2023
Q3
$3.24M Buy
+30,000
New +$3.24M 0.08% 142
2022
Q2
Sell
-30,000
Closed -$3.95M 275
2022
Q1
$3.95M Buy
30,000
+10,000
+50% +$1.32M 0.06% 179
2021
Q4
$3.2M Buy
+20,000
New +$3.2M 0.05% 183
2018
Q4
Sell
-19
Closed -$3K 286
2018
Q3
$3K Buy
+19
New +$3K ﹤0.01% 277