Hutchinson 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
2022
Q1
Sell
-1,539
Closed -$246K 75
2021
Q4
$246K Sell
1,539
-185
-11% -$29.6K 0.05% 68
2021
Q3
$224K Hold
1,724
0.05% 67
2021
Q2
$225K Buy
+1,724
New +$225K 0.06% 65
2020
Q2
Sell
-74,136
Closed -$4.07M 67
2020
Q1
$4.07M Buy
74,136
+12,213
+20% +$670K 1.35% 29
2019
Q4
$9.22M Sell
61,923
-218
-0.4% -$32.5K 2.41% 21
2019
Q3
$9.67M Buy
62,141
+4,660
+8% +$725K 2.62% 17
2019
Q2
$9.18M Sell
57,481
-64
-0.1% -$10.2K 2.58% 18
2019
Q1
$10.5M Buy
57,545
+146
+0.3% +$26.6K 3.16% 13
2018
Q4
$9.64M Sell
57,399
-81
-0.1% -$13.6K 3.22% 14
2018
Q3
$10.2M Buy
57,480
+990
+2% +$175K 2.83% 17
2018
Q2
$9.61M Sell
56,490
-493
-0.9% -$83.9K 2.99% 16
2018
Q1
$8.8M Sell
56,983
-92
-0.2% -$14.2K 2.55% 19
2017
Q4
$9.8M Buy
57,075
+479
+0.8% +$82.3K 2.54% 19
2017
Q3
$9.11M Buy
+56,596
New +$9.11M 2.46% 20