First National Bank of Omaha’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,000
| Closed | -$304K | – | 313 |
|
|
2024
Q2 | $304K | Buy |
+2,000
| New | +$295K | 0.02% | 283 |
|
|
2024
Q1 | – | Sell |
-2,800
| Closed | -$399K | – | 340 |
|
|
2023
Q4 | $399K | Sell |
2,800
-300
| -10% | -$36.3K | 0.03% | 279 |
|
|
2023
Q3 | $335K | Sell |
3,100
-700
| -18% | -$82K | 0.02% | 289 |
|
|
2023
Q2 | $439K | Sell |
3,800
-140
| -4% | -$15.2K | 0.03% | 274 |
|
|
2023
Q1 | $441K | Sell |
3,940
-60
| -2% | -$7.17K | 0.03% | 275 |
|
|
2022
Q4 | $470K | Sell |
4,000
-474
| -11% | -$52.7K | 0.03% | 278 |
|
|
2022
Q3 | $402K | Buy |
4,474
+349
| +8% | +$35.7K | 0.03% | 291 |
|
|
2022
Q2 | $392K | Hold |
4,125
| – | – | 0.02% | 289 |
|
|
2022
Q1 | $543K | Sell |
4,125
-685
| -14% | -$97.6K | 0.03% | 267 |
|
|
2021
Q4 | $768K | Hold |
4,810
| – | – | 0.04% | 250 |
|
|
2021
Q3 | $625K | Hold |
4,810
| – | – | 0.03% | 268 |
|
|
2021
Q2 | $547K | Hold |
4,810
| – | – | 0.03% | 273 |
|
|
2021
Q1 | $547K | Hold |
4,810
| – | – | 0.03% | 273 |
|
|
2020
Q4 | $411K | Buy |
4,810
+500
| +12% | +$38.2K | 0.02% | 287 |
|
|
2020
Q3 | $279K | Hold |
4,310
| – | – | 0.02% | 300 |
|
|
2020
Q2 | $295K | Hold |
4,310
| – | – | 0.02% | 293 |
|
|
2020
Q1 | $236K | Sell |
4,310
-6
| -0.1% | -$717 | 0.02% | 303 |
|
|
2019
Q4 | $643K | Hold |
4,316
| – | – | 0.04% | 266 |
|
|
2019
Q3 | $672K | Buy |
4,316
+126
| +3% | +$19.6K | 0.04% | 253 |
|
|
2019
Q2 | $669K | Sell |
4,190
-230
| -5% | -$39.6K | 0.04% | 251 |
|
|
2019
Q1 | $805K | Hold |
4,420
| – | – | 0.06% | 227 |
|
|
2018
Q4 | $743K | Buy |
4,420
+130
| +3% | +$23.2K | 0.06% | 227 |
|
|
2018
Q3 | $758K | Sell |
4,290
-100
| -2% | -$17.7K | 0.04% | 308 |
|
|
2018
Q2 | $747K | Buy |
4,390
+5
| +0.1% | +$796 | 0.04% | 308 |
|
|
2018
Q1 | $677K | Hold |
4,385
| – | – | 0.04% | 305 |
|
|
2017
Q4 | $753K | Buy |
4,385
+200
| +5% | +$32.5K | 0.04% | 306 |
|
|
2017
Q3 | $674K | Sell |
4,185
-289
| -6% | -$46.2K | 0.04% | 308 |
|
|
2017
Q2 | $724K | Hold |
4,474
| – | – | 0.05% | 307 |
|
|
2017
Q1 | $770K | Hold |
4,474
| – | – | 0.05% | 309 |
|
|
2016
Q4 | $795K | Buy |
+4,474
| New | +$831K | 0.05% | 285 |
|
Other funds holding SPG
First National Bank of Omaha's SPG Position: Q3 2024 in Review
First National Bank of Omaha sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 2,000 shares — an estimated $304K sold.
First National Bank of Omaha first reported a position in SPG in Q4 2016 and held it in 30 quarters. The position peaked at $805K in Q1 2019. 1,129 funds tracked by Wall St. Rank hold SPG as of Q3 2024.
- First National Bank of Omaha reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
- First National Bank of Omaha sold 2,000 Simon Property Group shares in Q3 2024, an estimated $304K.
- First National Bank of Omaha first reported a position in Simon Property Group in Q4 2016 and held it in 30 quarters.
- First National Bank of Omaha's Simon Property Group position peaked at $805K in Q1 2019.
- 1,129 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.
Based on First National Bank of Omaha's 13F filing for Q3 2024, filed 15 Nov 2024.