Oakwood Capital Management’s Simon Property Group SPG Stock Holding History

Oakwood Capital Management’s Portfolio SPG Stock Details SPG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$3.2M	Buy
2021 Q1	$2.79M	Buy
2020 Q4	$2.09M	Sell
2020 Q3	$1.93M	Buy
2020 Q2	$1.67M	Buy
2020 Q1	$782K	Buy
2019 Q4	$1.56M	Hold
2019 Q3	$1.63M	Hold
2019 Q2	$1.68M	Hold
2019 Q1	$1.91M	Hold
2018 Q4	$1.76M	Hold
2018 Q3	$1.86M	Hold
2018 Q2	$1.79M	Hold
2018 Q1	$1.62M	Hold
2017 Q4	$1.8M	Hold
2017 Q3	$1.69M	Hold
2017 Q2	$1.7M	Hold
2017 Q1	$1.81M	Hold
2016 Q4	$1.87M	Hold
2016 Q3	$2.17M	Hold
2016 Q2	$2.28M	Hold
2016 Q1	$2.18M	Hold
2015 Q4	$2.04M	Hold
2015 Q3	$1.93M	Hold
2015 Q2	$1.82M	Buy
2015 Q1	$1.66M	Hold
2014 Q4	$1.55M	Hold
2014 Q3	$1.4M	Sell
2014 Q2	$4.82M	Sell
2014 Q1	$4.76M	Hold
2013 Q4	$4.41M	Buy
2013 Q3	$4.24M	Hold
2013 Q2	$4.52M	Buy