Whittier Trust’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
Q2 | $12.9M | Buy |
|
|||||
|
2025
Q1 | $13M | Buy |
|
|||||
|
2024
Q4 | $13.3M | Buy |
|
|||||
|
2024
Q3 | $12.6M | Buy |
|
|||||
|
2024
Q2 | $10.9M | Buy |
|
|||||
|
2024
Q1 | $10.8M | Buy |
|
|||||
|
2023
Q4 | $9.78M | Buy |
|
|||||
|
2023
Q3 | $7.17M | Buy |
|
|||||
|
2023
Q2 | $7.5M | Buy |
|
|||||
|
2023
Q1 | $7.27M | Buy |
|
|||||
|
2022
Q4 | $7.45M | Buy |
|
|||||
|
2022
Q3 | $5.54M | Buy |
|
|||||
|
2022
Q2 | $5.41M | Sell |
|
|||||
|
2022
Q1 | $8.02M | Buy |
|
|||||
|
2021
Q4 | $8.29M | Buy |
|
|||||
|
2021
Q3 | $6.53M | Buy |
|
|||||
|
2021
Q2 | $6.37M | Buy |
|
|||||
|
2021
Q1 | $5.23M | Buy |
|
|||||
|
2020
Q4 | $3.37M | Buy |
|
|||||
|
2020
Q3 | $2.37M | Buy |
|
|||||
|
2020
Q2 | $158K | Buy |
|
|||||
|
2020
Q1 | $79K | Sell |
|
|||||
|
2019
Q4 | $416K | Buy |
|
|||||
|
2019
Q3 | $247K | Buy |
|
|||||
|
2019
Q2 | $253K | Hold |
|
|||||
|
2019
Q1 | $288K | Sell |
|
|||||
|
2018
Q4 | $321K | Buy |
|
|||||
|
2018
Q3 | $279K | Buy |
|
|||||
|
2018
Q2 | $231K | Buy |
|
|||||
|
2018
Q1 | $74K | Buy |
|
|||||
|
2017
Q4 | $77K | Hold |
|
|||||
|
2017
Q3 | $73K | Hold |
|
|||||
|
2017
Q2 | $73K | Sell |
|
|||||
|
2017
Q1 | $84K | Buy |
|
|||||
|
2016
Q4 | $80K | Hold |
|
|||||
|
2016
Q3 | $93K | Hold |
|
|||||
|
2016
Q2 | $98K | Hold |
|
|||||
|
2016
Q1 | $93K | Hold |
|
|||||
|
2015
Q4 | $87K | Hold |
|
|||||
|
2015
Q3 | $83K | Hold |
|
|||||
|
2015
Q2 | $78K | Hold |
|
|||||
|
2015
Q1 | $89K | Hold |
|
|||||
|
2014
Q4 | $83K | Sell |
|
|||||
|
2014
Q3 | $123K | Hold |
|
|||||
|
2014
Q2 | $125K | Sell |
|
|||||
|
2014
Q1 | $173K | Sell |
|
|||||
|
2013
Q4 | $206K | Hold |
|
|||||
|
2013
Q3 | $201K | Hold |
|
|||||
|
2013
Q2 | $214K | Buy |
|