Bessemer Securities’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,629
| Closed | -$284K | – | 99 |
|
|
2023
Q3 | $284K | Sell |
2,629
-1,050
| -29% | -$113K | 0.39% | 92 |
|
|
2023
Q2 | $425K | Sell |
3,679
-450
| -11% | -$52K | 0.28% | 109 |
|
|
2023
Q1 | $462K | Hold |
4,129
| – | – | 0.22% | 117 |
|
|
2022
Q4 | $485K | Buy |
4,129
+650
| +19% | +$76.4K | 0.22% | 112 |
|
|
2022
Q3 | $312K | Hold |
3,479
| – | – | 0.11% | 121 |
|
|
2022
Q2 | $330K | Hold |
3,479
| – | – | 0.12% | 122 |
|
|
2022
Q1 | $458K | Sell |
3,479
-2,152
| -38% | -$283K | 0.13% | 111 |
|
|
2021
Q4 | $900K | Buy |
5,631
+1,481
| +36% | +$237K | 0.24% | 88 |
|
|
2021
Q3 | $539K | Hold |
4,150
| – | – | 0.18% | 102 |
|
|
2021
Q2 | $541K | Hold |
4,150
| – | – | 0.21% | 101 |
|
|
2021
Q1 | $472K | Buy |
4,150
+600
| +17% | +$68.2K | 0.2% | 104 |
|
|
2020
Q4 | $303K | Buy |
+3,550
| New | +$303K | 0.13% | 77 |
|