Rampart 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,389
| Closed | -$163K | – | 502 |
|
|
2020
Q2 | $163K | Sell |
2,389
-403
| -14% | -$27.5K | 0.03% | 406 |
|
|
2020
Q1 | $153K | Sell |
2,792
-3,736
| -57% | -$205K | 0.07% | 244 |
|
|
2019
Q4 | $972K | Sell |
6,528
-207
| -3% | -$30.8K | 0.12% | 223 |
|
|
2019
Q3 | $1.05M | Sell |
6,735
-581
| -8% | -$90.4K | 0.13% | 211 |
|
|
2019
Q2 | $1.17M | Sell |
7,316
-351
| -5% | -$56.1K | 0.14% | 205 |
|
|
2019
Q1 | $1.4M | Buy |
7,667
+4,409
| +135% | +$803K | 0.16% | 188 |
|
|
2018
Q4 | $547K | Sell |
3,258
-2,330
| -42% | -$391K | 0.15% | 138 |
|
|
2018
Q3 | $608K | Sell |
5,588
-6,612
| -54% | -$719K | 0.27% | 91 |
|
|
2018
Q2 | $2.08M | Buy |
12,200
+8,860
| +265% | +$1.51M | 0.2% | 143 |
|
|
2018
Q1 | $516K | Sell |
3,340
-472
| -12% | -$72.9K | 0.05% | 333 |
|
|
2017
Q4 | $655K | Sell |
3,812
-491
| -11% | -$84.4K | 0.25% | 99 |
|
|
2017
Q3 | $693K | Buy |
4,303
+602
| +16% | +$97K | 0.23% | 99 |
|
|
2017
Q2 | $599K | Buy |
3,701
+2,842
| +331% | +$460K | 0.22% | 110 |
|
|
2017
Q1 | $148K | Buy |
+859
| New | +$148K | 0.05% | 101 |
|