Brown Brothers Harriman & Co’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
934
+773
| +480% | +$124K | ﹤0.01% | 697 |
|
|
2025
Q1 | $26.7K | Sell |
161
-4
| -2% | -$664 | ﹤0.01% | 924 |
|
|
2024
Q4 | $28.4K | Buy |
165
+25
| +18% | +$4.31K | ﹤0.01% | 969 |
|
|
2024
Q3 | $23.7K | Buy |
140
+67
| +92% | +$11.3K | ﹤0.01% | 916 |
|
|
2024
Q2 | $11.1K | Sell |
73
-4
| -5% | -$607 | ﹤0.01% | 954 |
|
|
2024
Q1 | $12.1K | Sell |
77
-39
| -34% | -$6.1K | ﹤0.01% | 964 |
|
|
2023
Q4 | $16.5K | Sell |
116
-96
| -45% | -$13.7K | ﹤0.01% | 881 |
|
|
2023
Q3 | $22.9K | Hold |
212
| – | – | ﹤0.01% | 818 |
|
|
2023
Q2 | $24.5K | Sell |
212
-104
| -33% | -$12K | ﹤0.01% | 821 |
|
|
2023
Q1 | $35.4K | Buy |
316
+60
| +23% | +$6.72K | ﹤0.01% | 793 |
|
|
2022
Q4 | $30.1K | Hold |
256
| – | – | ﹤0.01% | 803 |
|
|
2022
Q3 | $23K | Sell |
256
-278
| -52% | -$25K | ﹤0.01% | 943 |
|
|
2022
Q2 | $51K | Sell |
534
-1,708
| -76% | -$163K | ﹤0.01% | 700 |
|
|
2022
Q1 | $295K | Buy |
2,242
+2,006
| +850% | +$264K | ﹤0.01% | 428 |
|
|
2021
Q4 | $38 | Sell |
236
-137
| -37% | -$22 | ﹤0.01% | 751 |
|
|
2021
Q3 | $48 | Sell |
373
-75
| -17% | -$10 | ﹤0.01% | 684 |
|
|
2021
Q2 | $58 | Buy |
448
+11
| +3% | +$1 | ﹤0.01% | 647 |
|
|
2021
Q1 | $50 | Buy |
437
+38
| +10% | +$4 | ﹤0.01% | 645 |
|
|
2020
Q4 | $34K | Buy |
399
+166
| +71% | +$14.1K | ﹤0.01% | 720 |
|
|
2020
Q3 | $15K | Buy |
233
+224
| +2,489% | +$14.4K | ﹤0.01% | 723 |
|
|
2020
Q2 | $1K | Sell |
9
-9
| -50% | -$1K | ﹤0.01% | 948 |
|
|
2020
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1043 |
|
|
2019
Q4 | – | Sell |
-276
| Closed | -$43K | – | 1264 |
|
|
2019
Q3 | $43K | Buy |
276
+237
| +608% | +$36.9K | ﹤0.01% | 667 |
|
|
2019
Q2 | $6K | Sell |
39
-293
| -88% | -$45.1K | ﹤0.01% | 873 |
|
|
2019
Q1 | $60K | Buy |
332
+125
| +60% | +$22.6K | ﹤0.01% | 553 |
|
|
2018
Q4 | $35K | Buy |
+207
| New | +$35K | ﹤0.01% | 555 |
|
|
2018
Q3 | – | Sell |
-43
| Closed | -$7K | – | 879 |
|
|
2018
Q2 | $7K | Hold |
43
| – | – | ﹤0.01% | 709 |
|
|
2018
Q1 | $7K | Sell |
43
-107
| -71% | -$17.4K | ﹤0.01% | 695 |
|
|
2017
Q4 | $26K | Buy |
150
+110
| +275% | +$19.1K | ﹤0.01% | 609 |
|
|
2017
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 685 |
|
|
2017
Q2 | $6K | Hold |
40
| – | – | ﹤0.01% | 694 |
|
|
2017
Q1 | $7K | Hold |
40
| – | – | ﹤0.01% | 697 |
|
|
2016
Q4 | $7K | Hold |
40
| – | – | ﹤0.01% | 739 |
|
|
2016
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 640 |
|
|
2016
Q2 | $9K | Buy |
40
+39
| +3,900% | +$8.78K | ﹤0.01% | 637 |
|
|
2016
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 728 |
|
|
2013
Q3 | – | Sell |
-2,350
| Closed | -$349K | – | 778 |
|
|
2013
Q2 | $349K | Buy |
+2,350
| New | +$349K | ﹤0.01% | 326 |
|