Parnassus Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $111M | Sell |
|
|||||
|
2024
Q4 | $124M | Hold |
|
|||||
|
2024
Q3 | $122M | Buy |
|
|||||
|
2024
Q2 | $108M | Sell |
|
|||||
|
2024
Q1 | $122M | Sell |
|
|||||
|
2023
Q4 | $130M | Hold |
|
|||||
|
2023
Q3 | $98.7M | Hold |
|
|||||
|
2023
Q2 | $106M | Hold |
|
|||||
|
2023
Q1 | $102M | Hold |
|
|||||
|
2022
Q4 | $107M | Hold |
|
|||||
|
2022
Q3 | $82M | Hold |
|
|||||
|
2022
Q2 | $86.7M | Hold |
|
|||||
|
2022
Q1 | $120M | Hold |
|
|||||
|
2021
Q4 | $146M | Hold |
|
|||||
|
2021
Q3 | $119M | Hold |
|
|||||
|
2021
Q2 | $119M | Buy |
|