Kize Capital’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-152,509
| Closed | -$24.4M | – | 8 |
|
|
2021
Q4 | $24.4M | Sell |
152,509
-130,583
| -46% | -$20.9M | 7.16% | 7 |
|
|
2021
Q3 | $36.8M | Sell |
283,092
-114,365
| -29% | -$14.9M | 10.85% | 4 |
|
|
2021
Q2 | $51.9M | Sell |
397,457
-58,952
| -13% | -$7.69M | 13.12% | 4 |
|
|
2021
Q1 | $51.9M | Sell |
456,409
-82,815
| -15% | -$9.42M | 13.67% | 4 |
|
|
2020
Q4 | $46M | Buy |
+539,224
| New | +$46M | 13.76% | 3 |
|