Evergreen Capital Management’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 | $802K | Sell |
4,988
-180
| -3% | -$28.9K | 0.02% | 416 |
|
|
2025
Q1 | $858K | Buy |
5,168
+214
| +4% | +$35.5K | 0.03% | 360 |
|
|
2024
Q4 | $853K | Sell |
4,954
-199
| -4% | -$34.3K | 0.03% | 367 |
|
|
2024
Q3 | $871K | Buy |
5,153
+3,079
| +148% | +$520K | 0.03% | 350 |
|
|
2024
Q2 | $315K | Buy |
2,074
+181
| +10% | +$27.5K | 0.01% | 644 |
|
|
2024
Q1 | $296K | Buy |
1,893
+62
| +3% | +$9.7K | 0.01% | 636 |
|
|
2023
Q4 | $261K | Sell |
1,831
-2,752
| -60% | -$393K | 0.01% | 655 |
|
|
2023
Q3 | $495K | Buy |
4,583
+85
| +2% | +$9.18K | 0.02% | 397 |
|
|
2023
Q2 | $519K | Buy |
+4,498
| New | +$519K | 0.02% | 382 |
|
|
2023
Q1 | – | Sell |
-2,314
| Closed | -$272K | – | 755 |
|
|
2022
Q4 | $272K | Buy |
+2,314
| New | +$272K | 0.01% | 514 |
|