Unigestion Holding’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
Q1 | $5.63M | Sell |
33,918
-3,876
| -10% | -$644K | 0.33% | 68 |
|
|
2024
Q4 | $6.51M | Buy |
37,794
+33,919
| +875% | +$5.84M | 0.37% | 69 |
|
|
2024
Q3 | $655K | Buy |
+3,875
| New | +$655K | 0.03% | 124 |
|
|
2020
Q2 | – | Sell |
-15,610
| Closed | -$856K | – | 263 |
|
|
2020
Q1 | $856K | Buy |
+15,610
| New | +$856K | 0.03% | 170 |
|
|
2019
Q3 | – | Sell |
-264,190
| Closed | -$42.2M | – | 262 |
|
|
2019
Q2 | $42.2M | Buy |
264,190
+30,973
| +13% | +$4.95M | 1.13% | 33 |
|
|
2019
Q1 | $42.5M | Buy |
233,217
+15,517
| +7% | +$2.83M | 1.14% | 30 |
|
|
2018
Q4 | $36.6M | Buy |
217,700
+33,677
| +18% | +$5.66M | 0.92% | 36 |
|
|
2018
Q3 | $32.5M | Buy |
+184,023
| New | +$32.5M | 0.69% | 53 |
|