Banque Cantonale Vaudoise’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
2026 Q1	$610K	Buy	+3,270	New	+$624K	0.02%	459
2024 Q3	–	Sell	-6,439	Closed	-$977K	–	995
2024 Q2	$977K	Buy	+6,439	New	+$949K	0.04%	349
2024 Q1	–	Sell	-4,026	Closed	-$574K	–	1071
2023 Q4	$574K	Sell	4,026 -5,779	-59%	-$699K	0.02%	427
2023 Q3	$1.06M	Buy	9,805 +1,116	+13%	+$131K	0.05%	304
2023 Q2	$1M	Buy	8,689 +4,000	+85%	+$436K	0.05%	341
2023 Q1	$526K	Buy	4,689 +1,880	+67%	+$224K	0.03%	439
2022 Q4	$330K	Sell	2,809 -6,400	-69%	-$711K	0.02%	567
2022 Q3	$826K	Hold	9,209	–	–	0.05%	370
2022 Q2	$874K	Sell	9,209 -10,300	-53%	-$1.18M	0.05%	376
2022 Q1	$2.57M	Buy	19,509 +1,900	+11%	+$271K	0.11%	174
2021 Q4	$2.81M	Buy	17,609 +4,100	+30%	+$626K	0.11%	177
2021 Q3	$1.76M	Sell	13,509 -1,075	-7%	-$140K	0.08%	256
2021 Q2	$1.9M	Buy	14,584 +8,600	+144%	+$1.07M	0.08%	244
2021 Q1	$681K	Sell	5,984 -350	-6%	-$36.5K	0.03%	469
2020 Q4	$540K	Hold	6,334	–	–	0.03%	474
2020 Q3	$410K	Buy	6,334 +1,025	+19%	+$67.2K	0.03%	488
2020 Q2	$363K	Sell	5,309 -4,328	-45%	-$271K	0.03%	492
2020 Q1	$529K	Hold	9,637	–	–	0.05%	349
2019 Q4	$1.44M	Buy	+9,637	New	+$1.44M	0.1%	229