Epoch Investment Partners’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 |
-141,121
| Closed | -$15.2M | – | 434 |
|
|
2023
Q3 | $15.2M | Sell |
141,121
-70,836
| -33% | -$7.65M | 0.1% | 213 |
|
|
2023
Q2 | $24.5M | Sell |
211,957
-7,659
| -3% | -$884K | 0.14% | 189 |
|
|
2023
Q1 | $24.6M | Sell |
219,616
-14,801
| -6% | -$1.66M | 0.15% | 190 |
|
|
2022
Q4 | $27.5M | Buy |
+234,417
| New | +$27.5M | 0.16% | 181 |
|
|
2020
Q1 | – | Sell |
-582,856
| Closed | -$86.8M | – | 298 |
|
|
2019
Q4 | $86.8M | Buy |
+582,856
| New | +$86.8M | 0.38% | 101 |
|