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 |
|