Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.55K | Hold |
30
| – | – | ﹤0.01% | 511 |
|
|
2024
Q1 | $4.7K | Hold |
30
| – | – | ﹤0.01% | 503 |
|
|
2023
Q4 | $4.28K | Hold |
30
| – | – | ﹤0.01% | 500 |
|
|
2023
Q3 | $3.24K | Hold |
30
| – | – | ﹤0.01% | 520 |
|
|
2023
Q2 | $3.46K | Hold |
30
| – | – | ﹤0.01% | 521 |
|
|
2023
Q1 | $3.36K | Hold |
30
| – | – | ﹤0.01% | 519 |
|
|
2022
Q4 | $3.52K | Sell |
30
-24
| -44% | -$2.67K | ﹤0.01% | 509 |
|
|
2022
Q3 | $5K | Hold |
54
| – | – | ﹤0.01% | 494 |
|
|
2022
Q2 | $5K | Hold |
54
| – | – | ﹤0.01% | 502 |
|
|
2022
Q1 | $7K | Hold |
54
| – | – | ﹤0.01% | 504 |
|
|
2021
Q4 | $9K | Hold |
54
| – | – | ﹤0.01% | 465 |
|
|
2021
Q3 | $7K | Buy |
54
+30
| +125% | +$3.9K | ﹤0.01% | 619 |
|
|
2021
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 793 |
|
|
2021
Q1 | $3K | Sell |
24
-6
| -20% | -$626 | ﹤0.01% | 768 |
|
|
2020
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 726 |
|
|
2020
Q3 | $2K | Sell |
30
-24
| -44% | -$1.57K | ﹤0.01% | 732 |
|
|
2020
Q2 | $4K | Sell |
54
-12
| -18% | -$753 | ﹤0.01% | 619 |
|
|
2020
Q1 | $4K | Sell |
66
-6
| -8% | -$717 | ﹤0.01% | 572 |
|
|
2019
Q4 | $11K | Hold |
72
| – | – | ﹤0.01% | 498 |
|
|
2019
Q3 | $11K | Buy |
72
+24
| +50% | +$3.73K | ﹤0.01% | 467 |
|
|
2019
Q2 | $8K | Sell |
48
-7
| -13% | -$1.21K | ﹤0.01% | 534 |
|
|
2019
Q1 | $10K | Buy |
55
+16
| +41% | +$2.84K | ﹤0.01% | 505 |
|
|
2018
Q4 | $7K | Sell |
39
-32
| -45% | -$5.72K | ﹤0.01% | 544 |
|
|
2018
Q3 | $13K | Hold |
71
| – | – | ﹤0.01% | 497 |
|
|
2018
Q2 | $12K | Sell |
71
-4
| -5% | -$636 | ﹤0.01% | 502 |
|
|
2018
Q1 | $12K | Buy |
+75
| New | +$11.9K | ﹤0.01% | 478 |
|
Other funds holding SPG
