Guardian Life Insurance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-900
| Closed | -$134K | – | 400 |
|
|
2019
Q4 | $134K | Hold |
900
| – | – | 0.03% | 147 |
|
|
2019
Q3 | $140K | Buy |
900
+9
| +1% | +$1.4K | 0.02% | 140 |
|
|
2019
Q2 | $142K | Hold |
891
| – | – | 0.02% | 138 |
|
|
2019
Q1 | $162K | Buy |
891
+19
| +2% | +$3.38K | 0.02% | 118 |
|
|
2018
Q4 | $146K | Hold |
872
| – | – | 0.03% | 113 |
|
|
2018
Q3 | $154K | Buy |
872
+13
| +2% | +$2.3K | 0.03% | 124 |
|
|
2018
Q2 | $146K | Buy |
859
+144
| +20% | +$22.9K | 0.02% | 122 |
|
|
2018
Q1 | $110K | Sell |
715
-291
| -29% | -$46.3K | 0.02% | 132 |
|
|
2017
Q4 | $173K | Buy |
1,006
+299
| +42% | +$48.6K | 0.04% | 122 |
|
|
2017
Q3 | $114K | Hold |
707
| – | – | 0.02% | 122 |
|
|
2017
Q2 | $114K | Sell |
707
-528
| -43% | -$86K | 0.02% | 116 |
|
|
2017
Q1 | $212K | Buy |
1,235
+31
| +3% | +$5.54K | 0.03% | 108 |
|
|
2016
Q4 | $214K | Buy |
1,204
+44
| +4% | +$8.17K | 0.03% | 114 |
|
|
2016
Q3 | $240K | Hold |
1,160
| – | – | 0.02% | 127 |
|
|
2016
Q2 | $252K | Buy |
1,160
+15
| +1% | +$3.06K | 0.02% | 143 |
|
|
2016
Q1 | $238K | Sell |
1,145
-315
| -22% | -$60.5K | 0.02% | 142 |
|
|
2015
Q4 | $284K | Sell |
1,460
-359
| -20% | -$69.5K | 0.03% | 139 |
|
|
2015
Q3 | $334K | Buy |
1,819
+460
| +34% | +$84.3K | 0.03% | 142 |
|
|
2015
Q2 | $235K | Hold |
1,359
| – | – | 0.02% | 154 |
|
|
2015
Q1 | $266K | Sell |
1,359
-409
| -23% | -$79.2K | 0.03% | 152 |
|
|
2014
Q4 | $322K | Hold |
1,768
| – | – | 0.03% | 159 |
|
|
2014
Q3 | $291K | Sell |
1,768
-14
| -0.8% | -$2.36K | 0.03% | 161 |
|
|
2014
Q2 | $296K | Sell |
1,782
-80
| -4% | -$13.1K | 0.03% | 153 |
|
|
2014
Q1 | $287K | Hold |
1,862
| – | – | 0.03% | 161 |
|
|
2013
Q4 | $267K | Sell |
1,862
-2,127
| -53% | -$306K | 0.02% | 165 |
|
|
2013
Q3 | $556K | Sell |
3,989
-24
| -0.6% | -$3.48K | 0.05% | 163 |
|
|
2013
Q2 | $596K | Buy |
+4,013
| New | +$644K | 0.05% | 149 |
|
Other funds holding SPG
AAMU