Mackenzie Financial’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
$6.21M Sell
38,654
-95,128
-71% -$15.3M 0.01% 565
2025
Q1
$22.2M Sell
133,782
-3,035
-2% -$504K 0.03% 324
2024
Q4
$23.6M Sell
136,817
-13,414
-9% -$2.31M 0.03% 321
2024
Q3
$25.4M Sell
150,231
-5,863
-4% -$991K 0.04% 310
2024
Q2
$23.7M Sell
156,094
-21,662
-12% -$3.29M 0.04% 304
2024
Q1
$27.8M Buy
177,756
+4,344
+3% +$680K 0.04% 287
2023
Q4
$24.7M Sell
173,412
-10,027
-5% -$1.43M 0.04% 306
2023
Q3
$19M Buy
183,439
+37,904
+26% +$3.92M 0.03% 328
2023
Q2
$17M Buy
145,535
+2,211
+2% +$259K 0.03% 362
2023
Q1
$16M Buy
143,324
+110,084
+331% +$12.3M 0.02% 364
2022
Q4
$3.91M Buy
33,240
+224
+0.7% +$26.3K 0.01% 554
2022
Q3
$2.96M Sell
33,016
-1,823
-5% -$164K 0.01% 616
2022
Q2
$3.31M Sell
34,839
-107,020
-75% -$10.2M 0.01% 614
2022
Q1
$18.7M Buy
141,859
+6,854
+5% +$902K 0.03% 370
2021
Q4
$21.6M Sell
135,005
-32,200
-19% -$5.14M 0.03% 345
2021
Q3
$21.7M Buy
167,205
+130,944
+361% +$17M 0.03% 328
2021
Q2
$4.73M Buy
36,261
+8,156
+29% +$1.06M 0.01% 570
2021
Q1
$3.2M Buy
28,105
+12,971
+86% +$1.48M ﹤0.01% 609
2020
Q4
$1.29M Buy
15,134
+5,271
+53% +$450K ﹤0.01% 676
2020
Q3
$638K Buy
9,863
+1,636
+20% +$106K ﹤0.01% 748
2020
Q2
$563K Buy
8,227
+52
+0.6% +$3.56K ﹤0.01% 772
2020
Q1
$448K Sell
8,175
-49,565
-86% -$2.72M ﹤0.01% 819
2019
Q4
$8.6M Sell
57,740
-4,237
-7% -$631K 0.02% 351
2019
Q3
$9.65M Sell
61,977
-4,191
-6% -$652K 0.03% 336
2019
Q2
$10.6M Sell
66,168
-67,487
-50% -$10.8M 0.03% 301
2019
Q1
$24.4M Buy
133,655
+73,056
+121% +$13.3M 0.06% 244
2018
Q4
$10.2M Sell
60,599
-131
-0.2% -$22K 0.03% 358
2018
Q3
$10.7M Buy
60,730
+54,714
+909% +$9.67M 0.03% 321
2018
Q2
$1.02M Buy
6,016
+1,199
+25% +$204K ﹤0.01% 678
2018
Q1
$744K Buy
4,817
+1,073
+29% +$166K ﹤0.01% 670
2017
Q4
$643K Buy
+3,744
New +$643K ﹤0.01% 652
2016
Q4
Sell
-987
Closed -$204K 721
2016
Q3
$204K Sell
987
-4,314
-81% -$892K ﹤0.01% 605
2016
Q2
$1.15M Buy
5,301
+540
+11% +$117K 0.01% 574
2016
Q1
$989K Sell
4,761
-600
-11% -$125K 0.01% 510
2015
Q4
$1.04M Buy
5,361
+1,077
+25% +$209K 0.01% 531
2015
Q3
$787K Hold
4,284
﹤0.01% 581
2015
Q2
$741K Buy
4,284
+1,554
+57% +$269K ﹤0.01% 612
2015
Q1
$534K Hold
2,730
﹤0.01% 644
2014
Q4
$497K Hold
2,730
﹤0.01% 623
2014
Q3
$449K Sell
2,730
-7,097
-72% -$1.17M ﹤0.01% 615
2014
Q2
$1.63M Sell
9,827
-774
-7% -$129K 0.01% 431
2014
Q1
$1.64M Buy
10,601
+1,224
+13% +$189K 0.01% 414
2013
Q4
$1.34M Buy
9,377
+7,300
+351% +$1.04M 0.01% 433
2013
Q3
$290K Sell
2,077
-4,008
-66% -$560K ﹤0.01% 588
2013
Q2
$904K Buy
+6,085
New +$904K ﹤0.01% 506