MPIM
McGinn Penninger Investment Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Buy |
30,125
+7
| +0% | +$1.13K | 3.06% | 14 |
|
|
2025
Q1 | $5M | Sell |
30,118
-425
| -1% | -$70.6K | 3.27% | 12 |
|
|
2024
Q4 | $5.26M | Sell |
30,543
-201
| -0.7% | -$34.6K | 3.51% | 12 |
|
|
2024
Q3 | $5.2M | Hold |
30,744
| – | – | 3.46% | 10 |
|
|
2024
Q2 | $4.67M | Sell |
30,744
-85
| -0.3% | -$12.9K | 3.17% | 13 |
|
|
2024
Q1 | $4.82M | Sell |
30,829
-65
| -0.2% | -$10.2K | 3.16% | 15 |
|
|
2023
Q4 | $4.41M | Sell |
30,894
-552
| -2% | -$78.7K | 3.2% | 17 |
|
|
2023
Q3 | $3.4M | Sell |
31,446
-1,624
| -5% | -$175K | 2.67% | 20 |
|
|
2023
Q2 | $3.82M | Sell |
33,070
-6
| -0% | -$693 | 2.76% | 20 |
|
|
2023
Q1 | $3.7M | Sell |
33,076
-7,484
| -18% | -$838K | 2.82% | 20 |
|
|
2022
Q4 | $4.77M | Buy |
40,560
+8,485
| +26% | +$997K | 3.43% | 13 |
|
|
2022
Q3 | $2.88M | Buy |
32,075
+75
| +0.2% | +$6.73K | 2.48% | 21 |
|
|
2022
Q2 | $3.04M | Buy |
32,000
+155
| +0.5% | +$14.7K | 2.41% | 22 |
|
|
2022
Q1 | $4.19M | Sell |
31,845
-30
| -0.1% | -$3.95K | 2.8% | 17 |
|
|
2021
Q4 | $5.09M | Sell |
31,875
-100
| -0.3% | -$16K | 3.37% | 8 |
|
|
2021
Q3 | $4.16M | Hold |
31,975
| – | – | 2.99% | 15 |
|
|
2021
Q2 | $4.17M | Sell |
31,975
-80
| -0.2% | -$10.4K | 2.98% | 16 |
|
|
2021
Q1 | $3.65M | Buy |
32,055
+32
| +0.1% | +$3.64K | 2.7% | 16 |
|
|
2020
Q4 | $2.73M | Buy |
+32,023
| New | +$2.73M | 2.51% | 16 |
|