Goelzer Investment Management’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
2023
Q1
Sell
2022
Q4
$937K Sell
2022
Q3
$723K Buy
2022
Q2
$517K Buy
2022
Q1
Sell
2021
Q4
$3.83M Sell
2021
Q3
$3.26M Sell
2021
Q2
$3.98M Sell
2021
Q1
$3.49M Sell
2020
Q4
$2.95M Sell
2020
Q3
$6.82M Buy
2020
Q2
$5.87M Sell
2020
Q1
$4.75M Buy
2019
Q4
$11.1M Sell
2019
Q3
$12.5M Buy
2019
Q2
$9.19M Buy
2019
Q1
$10.4M Buy
2018
Q4
$7.68M Buy
2018
Q3
$8.07M Buy
2018
Q2
$7.76M Buy
2018
Q1
$6.94M Buy
2017
Q4
$7.69M Buy
2017
Q3
$4.38M Buy