Brown Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.43M | Sell |
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|
2025
Q2 | $5.59M | Sell |
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|
2025
Q1 | $6.13M | Sell |
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|
2024
Q4 | $7.18M | Buy |
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|
2024
Q3 | $7.03M | Buy |
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|
2024
Q2 | $981K | Buy |
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|
2024
Q1 | $945K | Sell |
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|
2023
Q4 | $910K | Buy |
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|
2023
Q3 | $651K | Sell |
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|
2023
Q2 | $698K | Buy |
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|
2023
Q1 | $595K | Buy |
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|
2022
Q4 | $554K | Buy |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $289K | Sell |
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|
2022
Q1 | $577K | Buy |
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|
2021
Q4 | $356K | Buy |
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|
2021
Q3 | $280K | Sell |
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|
2021
Q2 | $322K | Sell |
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|
2021
Q1 | $310K | Sell |
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|
2020
Q4 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $416K | Sell |
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|
2019
Q3 | $552K | Buy |
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|
2019
Q2 | $535K | Buy |
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|
2019
Q1 | $595K | Buy |
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|
2018
Q4 | $540K | Sell |
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|
2018
Q3 | $743K | Buy |
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|
2018
Q2 | $702K | Buy |
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|
2018
Q1 | $624K | Sell |
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|
2017
Q4 | $1.22M | Buy |
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|
2017
Q3 | $943K | Buy |
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|
2017
Q2 | $873K | Buy |
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|
2017
Q1 | $739K | Sell |
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|
2016
Q4 | $851K | Buy |
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|
2016
Q3 | $989K | Buy |
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|
2016
Q2 | $1.04M | Buy |
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|
2016
Q1 | $924K | Sell |
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|
2015
Q4 | $877K | Sell |
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|
2015
Q3 | $835K | Buy |
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|
2015
Q2 | $488K | Sell |
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|
2015
Q1 | $879K | Sell |
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|
2014
Q4 | $851K | Sell |
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|
2014
Q3 | $816K | Buy |
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|
2014
Q2 | $813K | Sell |
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|
2014
Q1 | $894K | Sell |
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|
2013
Q4 | $855K | Buy |
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|
2013
Q3 | $674K | Buy |
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|
2013
Q2 | $682K | Buy |
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