HEIP
Hudson Edge Investment Partners’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.4M | Buy |
39,838
+3,432
| +9% | +$552K | 1.1% | 32 |
|
|
2025
Q1 | $6.05M | Sell |
36,406
-5,189
| -12% | -$862K | 1.23% | 34 |
|
|
2024
Q4 | $7.16M | Buy |
41,595
+161
| +0.4% | +$27.7K | 1.32% | 11 |
|
|
2024
Q3 | $7M | Sell |
41,434
-3,667
| -8% | -$620K | 1.3% | 11 |
|
|
2024
Q2 | $6.85M | Sell |
45,101
-1,254
| -3% | -$190K | 1.32% | 9 |
|
|
2024
Q1 | $7.25M | Sell |
46,355
-925
| -2% | -$145K | 1.42% | 8 |
|
|
2023
Q4 | $6.74M | Sell |
47,280
-5,555
| -11% | -$792K | 1.57% | 8 |
|
|
2023
Q3 | $5.71M | Sell |
52,835
-90
| -0.2% | -$9.72K | 1.86% | 14 |
|
|
2023
Q2 | $6.11M | Buy |
52,925
+2,787
| +6% | +$322K | 1.94% | 9 |
|
|
2023
Q1 | $5.61M | Buy |
50,138
+9,138
| +22% | +$1.02M | 1.74% | 22 |
|
|
2022
Q4 | $4.82M | Sell |
41,000
-1,658
| -4% | -$195K | 1.64% | 28 |
|
|
2022
Q3 | $3.83M | Buy |
42,658
+7,208
| +20% | +$647K | 1.43% | 37 |
|
|
2022
Q2 | $3.37M | Buy |
35,450
+10,052
| +40% | +$954K | 1.23% | 46 |
|
|
2022
Q1 | $3.34M | Buy |
25,398
+2,448
| +11% | +$322K | 1.05% | 48 |
|
|
2021
Q4 | $3.67M | Sell |
22,950
-5,089
| -18% | -$813K | 1.14% | 48 |
|
|
2021
Q3 | $3.64M | Buy |
28,039
+270
| +1% | +$35.1K | 1.2% | 48 |
|
|
2021
Q2 | $3.62M | Sell |
27,769
-8,073
| -23% | -$1.05M | 1.15% | 48 |
|
|
2021
Q1 | $4.08M | Sell |
35,842
-5,652
| -14% | -$643K | 1.35% | 44 |
|
|
2020
Q4 | $3.54M | Sell |
41,494
-9,358
| -18% | -$798K | 1.26% | 47 |
|
|
2020
Q3 | $3.29M | Sell |
50,852
-10,868
| -18% | -$703K | 1.32% | 41 |
|
|
2020
Q2 | $4.22M | Buy |
61,720
+4,041
| +7% | +$276K | 1.36% | 45 |
|
|
2020
Q1 | $3.16M | Buy |
57,679
+8,804
| +18% | +$483K | 1.2% | 46 |
|
|
2019
Q4 | $7.28M | Buy |
48,875
+4,047
| +9% | +$603K | 1.91% | 10 |
|
|
2019
Q3 | $6.98M | Buy |
44,828
+9,388
| +26% | +$1.46M | 1.96% | 11 |
|
|
2019
Q2 | $5.66M | Buy |
35,440
+2,029
| +6% | +$324K | 1.65% | 33 |
|
|
2019
Q1 | $6.09M | Buy |
33,411
+274
| +0.8% | +$49.9K | 1.83% | 26 |
|
|
2018
Q4 | $5.57M | Sell |
33,137
-16,894
| -34% | -$2.84M | 1.72% | 30 |
|
|
2018
Q3 | $8.84M | Buy |
+50,031
| New | +$8.84M | 1.57% | 39 |
|