UMB Bank’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
Q3 | $404K | Buy |
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|
2025
Q2 | $340K | Sell |
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|
2025
Q1 | $402K | Buy |
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|
2024
Q4 | $412K | Buy |
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|
2024
Q3 | $393K | Buy |
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|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $305K | Hold |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $312K | Hold |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $354K | Hold |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q3 | $289K | Sell |
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|
2021
Q2 | $293K | Sell |
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|
2021
Q1 | $291K | Sell |
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|
2020
Q4 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $684K | Sell |
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|
2019
Q3 | $1.11K | Sell |
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|
2019
Q2 | $5.87K | Buy |
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|
2019
Q1 | $6.4M | Buy |
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