MV Capital Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48.3K | Buy |
259
+9
| +4% | +$1.72K | ﹤0.01% | 325 |
|
|
2025
Q4 | $46.3K | Buy |
250
+2
| +0.8% | +$363 | ﹤0.01% | 322 |
|
|
2025
Q3 | $46.5K | Buy |
248
+4
| +2% | +$691 | ﹤0.01% | 319 |
|
|
2025
Q2 | $39.2K | Buy |
244
+2
| +0.8% | +$316 | ﹤0.01% | 336 |
|
|
2025
Q1 | $40.2K | Hold |
242
| – | – | ﹤0.01% | 333 |
|
|
2024
Q4 | $41.7K | Sell |
242
-1
| -0.4% | -$176 | ﹤0.01% | 314 |
|
|
2024
Q3 | $41.1K | Sell |
243
-1
| -0.4% | -$158 | ﹤0.01% | 326 |
|
|
2024
Q2 | $37K | Sell |
244
-300
| -55% | -$44.2K | ﹤0.01% | 326 |
|
|
2024
Q1 | $85.1K | Sell |
544
-600
| -52% | -$88K | 0.01% | 244 |
|
|
2023
Q4 | $163K | Buy |
1,144
+24
| +2% | +$2.9K | 0.02% | 176 |
|
|
2023
Q3 | $121K | Buy |
1,120
+7
| +0.6% | +$820 | 0.02% | 185 |
|
|
2023
Q2 | $129K | Buy |
1,113
+64
| +6% | +$6.97K | 0.02% | 189 |
|
|
2023
Q1 | $117K | Buy |
1,049
+623
| +146% | +$74.4K | 0.02% | 188 |
|
|
2022
Q4 | $50K | Sell |
426
-37
| -8% | -$4.11K | 0.01% | 225 |
|
|
2022
Q3 | $42K | Buy |
463
+122
| +36% | +$12.5K | 0.01% | 235 |
|
|
2022
Q2 | $32K | Sell |
341
-65
| -16% | -$7.45K | 0.01% | 266 |
|
|
2022
Q1 | $53K | Buy |
406
+4
| +1% | +$570 | 0.01% | 218 |
|
|
2021
Q4 | $64K | Buy |
402
+11
| +3% | +$1.68K | 0.01% | 199 |
|
|
2021
Q3 | $51K | Buy |
391
+41
| +12% | +$5.34K | 0.01% | 208 |
|
|
2021
Q2 | $46K | Sell |
350
-158
| -31% | -$19.6K | 0.01% | 199 |
|
|
2021
Q1 | $58K | Buy |
508
+8
| +2% | +$835 | 0.01% | 166 |
|
|
2020
Q4 | $43K | Hold |
500
| – | – | 0.01% | 166 |
|
|
2020
Q3 | $32K | Hold |
500
| – | – | 0.01% | 169 |
|
|
2020
Q2 | $34K | Sell |
500
-254
| -34% | -$15.9K | 0.01% | 166 |
|
|
2020
Q1 | $41K | Buy |
754
+4
| +0.5% | +$478 | 0.01% | 158 |
|
|
2019
Q4 | $112K | Sell |
750
-12
| -2% | -$1.8K | 0.02% | 133 |
|
|
2019
Q3 | $119K | Buy |
762
+12
| +2% | +$1.87K | 0.03% | 131 |
|
|
2019
Q2 | $120K | Hold |
750
| – | – | 0.03% | 128 |
|
|
2019
Q1 | $137K | Hold |
750
| – | – | 0.03% | 116 |
|
|
2018
Q4 | $126K | Hold |
750
| – | – | 0.04% | 114 |
|
|
2018
Q3 | $133K | Hold |
750
| – | – | 0.03% | 114 |
|
|
2018
Q2 | $128K | Hold |
750
| – | – | 0.03% | 119 |
|
|
2018
Q1 | $116K | Hold |
750
| – | – | 0.03% | 126 |
|
|
2017
Q4 | $129K | Hold |
750
| – | – | 0.04% | 127 |
|
|
2017
Q3 | $121K | Hold |
750
| – | – | 0.03% | 124 |
|
|
2017
Q2 | $121K | Hold |
750
| – | – | 0.04% | 125 |
|
|
2017
Q1 | $129K | Hold |
750
| – | – | 0.04% | 119 |
|
|
2016
Q4 | $133K | Hold |
750
| – | – | 0.05% | 111 |
|
|
2016
Q3 | $155K | Hold |
750
| – | – | 0.06% | 100 |
|
|
2016
Q2 | $163K | Hold |
750
| – | – | 0.06% | 102 |
|
|
2016
Q1 | $156K | Hold |
750
| – | – | 0.06% | 104 |
|
|
2015
Q4 | $146K | Hold |
750
| – | – | 0.06% | 108 |
|
|
2015
Q3 | $138K | Hold |
750
| – | – | 0.06% | 94 |
|
|
2015
Q2 | $130K | Hold |
750
| – | – | 0.05% | 110 |
|
|
2015
Q1 | $147K | Hold |
750
| – | – | 0.06% | 89 |
|
|
2014
Q4 | $137K | Buy |
+750
| New | +$133K | 0.06% | 90 |
|
Other funds holding SPG
VPM
VCM
