Sustainable Insight Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
2,859
-90
| -3% | -$14.5K | 0.21% | 50 |
|
|
2025
Q1 | $490K | Buy |
2,949
+200
| +7% | +$33.2K | 0.24% | 48 |
|
|
2024
Q4 | $473K | Buy |
+2,749
| New | +$473K | 0.21% | 43 |
|
|
2023
Q2 | – | Sell |
-2,774
| Closed | -$311K | – | 89 |
|
|
2023
Q1 | $311K | Sell |
2,774
-200
| -7% | -$22.4K | 0.31% | 59 |
|
|
2022
Q4 | $349K | Sell |
2,974
-1,900
| -39% | -$223K | 0.39% | 57 |
|
|
2022
Q3 | $437K | Buy |
4,874
+1,400
| +40% | +$126K | 0.51% | 50 |
|
|
2022
Q2 | $360K | Buy |
+3,474
| New | +$360K | 0.36% | 65 |
|
|
2022
Q1 | – | Sell |
-8,797
| Closed | -$1.41M | – | 139 |
|
|
2021
Q4 | $1.41M | Buy |
8,797
+1,717
| +24% | +$274K | 0.75% | 26 |
|
|
2021
Q3 | $920K | Sell |
7,080
-1,105
| -14% | -$144K | 0.59% | 33 |
|
|
2021
Q2 | $1.07M | Buy |
+8,185
| New | +$1.07M | 0.63% | 33 |
|
|
2020
Q1 | – | Sell |
-19,716
| Closed | -$2.94M | – | 81 |
|
|
2019
Q4 | $2.94M | Sell |
19,716
-1,512
| -7% | -$225K | 3.03% | 5 |
|
|
2019
Q3 | $3.3M | Buy |
21,228
+1,600
| +8% | +$249K | 3.78% | 11 |
|
|
2019
Q2 | $3.14M | Buy |
19,628
+10,000
| +104% | +$1.6M | 3.65% | 8 |
|
|
2019
Q1 | $1.75M | Buy |
+9,628
| New | +$1.75M | 2.26% | 19 |
|
|
2017
Q2 | – | Sell |
-3,400
| Closed | -$585K | – | 62 |
|
|
2017
Q1 | $585K | Sell |
3,400
-5,800
| -63% | -$998K | 0.29% | 42 |
|
|
2016
Q4 | $1.64M | Buy |
+9,200
| New | +$1.64M | 0.84% | 32 |
|