Jupiter Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,883
| Closed | -$1.62M | – | 476 |
|
|
2019
Q4 | $1.62M | Sell |
10,883
-281,001
| -96% | -$41.9M | 0.02% | 297 |
|
|
2019
Q3 | $45.4M | Buy |
291,884
+64,262
| +28% | +$10M | 0.59% | 53 |
|
|
2019
Q2 | $36.4M | Buy |
+227,622
| New | +$36.4M | 0.37% | 88 |
|
|
2019
Q1 | – | Sell |
-152,074
| Closed | -$25.5M | – | 423 |
|
|
2018
Q4 | $25.5M | Buy |
152,074
+145,974
| +2,393% | +$24.5M | 0.23% | 106 |
|
|
2018
Q3 | $1.08M | Hold |
6,100
| – | – | 0.01% | 256 |
|
|
2018
Q2 | $1.04M | Hold |
6,100
| – | – | 0.01% | 286 |
|
|
2018
Q1 | $941K | Hold |
6,100
| – | – | 0.01% | 294 |
|
|
2017
Q4 | $1.05M | Buy |
+6,100
| New | +$1.05M | 0.01% | 251 |
|
|
2017
Q1 | – | Sell |
-49,452
| Closed | -$8.79M | – | 467 |
|
|
2016
Q4 | $8.79M | Hold |
49,452
| – | – | 0.15% | 115 |
|
|
2016
Q3 | $10.2M | Buy |
+49,452
| New | +$10.2M | 0.18% | 114 |
|
|
2015
Q1 | – | Sell |
-11,900
| Closed | -$2.17M | – | 412 |
|
|
2014
Q4 | $2.17M | Buy |
+11,900
| New | +$2.17M | 0.08% | 169 |
|