Merrion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Hold |
3,000
| – | – | 0.31% | 63 |
|
|
2025
Q1 | $498K | Hold |
3,000
| – | – | 0.36% | 60 |
|
|
2024
Q4 | $517K | Hold |
3,000
| – | – | 0.36% | 58 |
|
|
2024
Q3 | $507K | Hold |
3,000
| – | – | 0.33% | 61 |
|
|
2024
Q2 | $455K | Hold |
3,000
| – | – | 0.31% | 60 |
|
|
2024
Q1 | $475K | Hold |
3,000
| – | – | 0.34% | 59 |
|
|
2023
Q4 | $428K | Hold |
3,000
| – | – | 0.34% | 60 |
|
|
2023
Q3 | $324K | Hold |
3,000
| – | – | 0.28% | 65 |
|
|
2023
Q2 | $346K | Buy |
3,000
+500
| +20% | +$57.7K | 0.29% | 64 |
|
|
2023
Q1 | $280K | Hold |
2,500
| – | – | 0.27% | 71 |
|
|
2022
Q4 | $294K | Hold |
2,500
| – | – | 0.27% | 67 |
|
|
2022
Q3 | $224K | Hold |
2,500
| – | – | 0.22% | 82 |
|
|
2022
Q2 | $237K | Hold |
2,500
| – | – | 0.23% | 76 |
|
|
2022
Q1 | $328K | Hold |
2,500
| – | – | 0.24% | 75 |
|
|
2021
Q4 | $399K | Buy |
2,500
+500
| +25% | +$79.8K | 0.29% | 67 |
|
|
2021
Q3 | $259K | Buy |
+2,000
| New | +$259K | 0.2% | 78 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$85K | – | 209 |
|
|
2020
Q4 | $85K | Buy |
+1,000
| New | +$85K | 0.07% | 107 |
|