RBA
Richard Bernstein Advisors’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,729
| Closed | -$977K | – | 204 |
|
|
2023
Q1 | $977K | Hold |
8,729
| – | – | 0.02% | 191 |
|
|
2022
Q4 | $1.03M | Buy |
+8,729
| New | +$1.03M | 0.02% | 187 |
|
|
2020
Q1 | – | Sell |
-38,729
| Closed | -$5.77M | – | 217 |
|
|
2019
Q4 | $5.77M | Hold |
38,729
| – | – | 0.19% | 75 |
|
|
2019
Q3 | $6.03M | Hold |
38,729
| – | – | 0.2% | 72 |
|
|
2019
Q2 | $6.19M | Buy |
+38,729
| New | +$6.19M | 0.21% | 65 |
|
|
2016
Q3 | – | Sell |
-13,226
| Closed | -$2.87M | – | 242 |
|
|
2016
Q2 | $2.87M | Hold |
13,226
| – | – | 0.27% | 108 |
|
|
2016
Q1 | $2.75M | Buy |
+13,226
| New | +$2.75M | 0.27% | 115 |
|