J. Safra Sarasin Holding’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$586K	Sell	3,643 -5,840	-62%	-$939K	0.01%	352
2025 Q1	$1.57M	Sell	9,483 -1,307	-12%	-$217K	0.03%	250
2024 Q4	$1.86M	Sell	10,790 -17,173	-61%	-$2.96M	0.03%	228
2024 Q3	$4.73M	Sell	27,963 -731	-3%	-$124K	0.08%	138
2024 Q2	$4.36M	Buy	+28,694	New	+$4.36M	0.08%	141