Johnson Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $241K | Sell |
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|
2025
Q2 | $237K | Sell |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $316K | Sell |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $454K | Buy |
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|
2024
Q1 | $465K | Buy |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $369K | Sell |
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|
2022
Q4 | $403K | Sell |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $555K | Buy |
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|
2021
Q4 | $330K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Sell |
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|
2019
Q3 | $315K | Sell |
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|
2019
Q2 | $330K | Sell |
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|
2019
Q1 | $445K | Buy |
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|
2018
Q4 | $275K | Sell |
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|
2018
Q3 | $298K | Sell |
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|
2018
Q2 | $1M | Sell |
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|
2018
Q1 | $922K | Buy |
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|
2017
Q4 | $1M | Sell |
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|
2017
Q3 | $953K | Sell |
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|
2017
Q2 | $967K | Sell |
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|
2017
Q1 | $1.04M | Sell |
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|
2016
Q4 | $1.07M | Sell |
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|
2016
Q3 | $1.26M | Buy |
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|
2016
Q2 | $1.19M | Buy |
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|
2016
Q1 | $1.14M | Buy |
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|
2015
Q4 | $1.05M | Hold |
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|
2015
Q3 | $996K | Hold |
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|
2015
Q2 | $938K | Sell |
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|
2015
Q1 | $1.17M | Sell |
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|
2014
Q4 | $1.09M | Buy |
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|
2014
Q3 | $986K | Sell |
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|
2014
Q2 | $999K | Sell |
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|
2014
Q1 | $1.1M | Sell |
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|
2013
Q4 | $1.07M | Hold |
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|
2013
Q3 | $1.04M | Sell |
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|
2013
Q2 | $1.17M | Buy |
|