Jacobs Levy Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Buy |
3,255
+7
| +0.2% | +$1.13K | ﹤0.01% | 876 |
|
|
2025
Q1 | $539K | Buy |
+3,248
| New | +$539K | ﹤0.01% | 911 |
|
|
2017
Q2 | – | Sell |
-65,604
| Closed | -$11.3M | – | 1010 |
|
|
2017
Q1 | $11.3M | Sell |
65,604
-3,300
| -5% | -$568K | 0.23% | 142 |
|
|
2016
Q4 | $12.2M | Sell |
68,904
-20,530
| -23% | -$3.65M | 0.24% | 134 |
|
|
2016
Q3 | $18.5M | Buy |
89,434
+65,006
| +266% | +$13.5M | 0.33% | 91 |
|
|
2016
Q2 | $5.3M | Buy |
+24,428
| New | +$5.3M | 0.11% | 230 |
|
|
2014
Q2 | – | Sell |
-15,830
| Closed | -$2.44M | – | 924 |
|
|
2014
Q1 | $2.44M | Buy |
+15,830
| New | +$2.44M | 0.04% | 368 |
|