Aperio Group’s Simon Property Group SPG Stock Holding History

Aperio Group’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$19.8M	Buy	232,524 +9,596	+4%	+$818K	0.06%	314
2020 Q3	$14.4M	Sell	222,928 -14,924	-6%	-$965K	0.05%	360
2020 Q2	$16.3M	Buy	237,852 +63,392	+36%	+$4.33M	0.06%	311
2020 Q1	$9.57M	Buy	174,460 +40,352	+30%	+$2.21M	0.04%	424
2019 Q4	$20M	Sell	134,108 -4,089	-3%	-$609K	0.07%	295
2019 Q3	$21.5M	Sell	138,197 -14,407	-9%	-$2.24M	0.09%	272
2019 Q2	$24.4M	Sell	152,604 -11,776	-7%	-$1.88M	0.1%	233
2019 Q1	$30M	Buy	164,380 +7,813	+5%	+$1.42M	0.13%	172
2018 Q4	$26.3M	Buy	156,567 +13,397	+9%	+$2.25M	0.13%	171
2018 Q3	$25.3M	Buy	143,170 +11,853	+9%	+$2.09M	0.11%	205
2018 Q2	$22.3M	Buy	131,317 +7,907	+6%	+$1.35M	0.11%	212
2018 Q1	$19M	Sell	123,410 -24,972	-17%	-$3.85M	0.09%	250
2017 Q4	$25.5M	Buy	148,382 +33,272	+29%	+$5.71M	0.13%	182
2017 Q3	$18.5M	Buy	115,110 +19,352	+20%	+$3.12M	0.1%	231
2017 Q2	$15.5M	Buy	95,758 +6,843	+8%	+$1.11M	0.09%	251
2017 Q1	$15.3M	Sell	88,915 -13,827	-13%	-$2.38M	0.1%	224
2016 Q4	$18.3M	Sell	102,742 -34,040	-25%	-$6.05M	0.14%	164
2016 Q3	$28.3M	Buy	136,782 +6,528	+5%	+$1.35M	0.2%	109
2016 Q2	$28.3M	Buy	130,254 +2,267	+2%	+$492K	0.22%	106
2016 Q1	$26.6M	Buy	127,987 +9,594	+8%	+$1.99M	0.23%	103
2015 Q4	$23M	Buy	118,393 +3,282	+3%	+$638K	0.21%	108
2015 Q3	$21.1M	Buy	115,111 +15,378	+15%	+$2.83M	0.22%	113
2015 Q2	$17.3M	Buy	99,733 +4,145	+4%	+$717K	0.18%	137
2015 Q1	$18.7M	Buy	95,588 +4,657	+5%	+$911K	0.21%	110
2014 Q4	$16.6M	Buy	90,931 +2,990	+3%	+$544K	0.2%	113
2014 Q3	$14.5M	Buy	87,941 +2,908	+3%	+$478K	0.2%	128
2014 Q2	$14.1M	Sell	85,033 -2,053	-2%	-$341K	0.21%	117
2014 Q1	$13.4M	Buy	+87,086	New	+$13.4M	0.19%	116
2013 Q4	–	Sell	-67,532	Closed	-$9.42M	–	141
2013 Q3	$9.42M	Buy	67,532 +2,475	+4%	+$345K	0.18%	121
2013 Q2	$9.67M	Buy	+65,057	New	+$9.67M	0.23%	89