American National Registered Investment Advisor’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $247K | Hold |
1,880
| – | – | 0.09% | 232 |
|
|
2021
Q4 | $300K | Hold |
1,880
| – | – | 0.1% | 217 |
|
|
2021
Q3 | $244K | Hold |
1,880
| – | – | 0.09% | 224 |
|
|
2021
Q2 | $245K | Hold |
1,880
| – | – | 0.09% | 227 |
|
|
2021
Q1 | $214K | Buy |
+1,880
| New | +$196K | 0.08% | 231 |
|
|
2020
Q1 | – | Sell |
-1,880
| Closed | -$280K | – | 213 |
|
|
2019
Q4 | $280K | Hold |
1,880
| – | – | 0.14% | 185 |
|
|
2019
Q3 | $293K | Hold |
1,880
| – | – | 0.16% | 178 |
|
|
2019
Q2 | $300K | Sell |
1,880
-150
| -7% | -$25.8K | 0.17% | 172 |
|
|
2019
Q1 | $370K | Hold |
2,030
| – | – | 0.21% | 155 |
|
|
2018
Q4 | $341K | Hold |
2,030
| – | – | 0.21% | 146 |
|
|
2018
Q3 | $359K | Sell |
2,030
-3,240
| -61% | -$573K | 0.19% | 164 |
|
|
2018
Q2 | $897K | Hold |
5,270
| – | – | 0.43% | 73 |
|
|
2018
Q1 | $813K | Hold |
5,270
| – | – | 0.4% | 75 |
|
|
2017
Q4 | $905K | Hold |
5,270
| – | – | 0.43% | 70 |
|
|
2017
Q3 | $849K | Sell |
5,270
-835
| -14% | -$133K | 0.43% | 75 |
|
|
2017
Q2 | $988K | Hold |
6,105
| – | – | 0.41% | 80 |
|
|
2017
Q1 | $1.05M | Hold |
6,105
| – | – | 0.45% | 69 |
|
|
2016
Q4 | $1.08M | Hold |
6,105
| – | – | 0.49% | 61 |
|
|
2016
Q3 | $1.26M | Hold |
6,105
| – | – | 0.59% | 52 |
|
|
2016
Q2 | $1.32M | Hold |
6,105
| – | – | 0.62% | 46 |
|
|
2016
Q1 | $1.27M | Hold |
6,105
| – | – | 0.61% | 46 |
|
|
2015
Q4 | $1.19M | Hold |
6,105
| – | – | 0.58% | 51 |
|
|
2015
Q3 | $1.12M | Hold |
6,105
| – | – | 0.59% | 48 |
|
|
2015
Q2 | $1.06M | Hold |
6,105
| – | – | 0.51% | 58 |
|
|
2015
Q1 | $1.19M | Hold |
6,105
| – | – | 0.57% | 48 |
|
|
2014
Q4 | $1.11M | Hold |
6,105
| – | – | 0.51% | 59 |
|
|
2014
Q3 | $1M | Hold |
6,105
| – | – | 0.48% | 63 |
|
|
2014
Q2 | $1.01M | Sell |
6,105
-385
| -6% | -$62.9K | 0.48% | 68 |
|
|
2014
Q1 | $1M | Hold |
6,490
| – | – | 0.5% | 58 |
|
|
2013
Q4 | $929K | Hold |
6,490
| – | – | 0.47% | 63 |
|
|
2013
Q3 | $905K | Hold |
6,490
| – | – | 0.51% | 61 |
|
|
2013
Q2 | $964K | Buy |
+6,490
| New | +$1.04M | 0.55% | 55 |
|
Other funds holding SPG
N