William Blair & Company’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 | $2.66M | Sell |
16,521
-4,107
| -20% | -$660K | 0.01% | 648 |
|
|
2025
Q1 | $3.43M | Sell |
20,628
-560
| -3% | -$93K | 0.01% | 581 |
|
|
2024
Q4 | $3.65M | Buy |
21,188
+1,202
| +6% | +$207K | 0.01% | 574 |
|
|
2024
Q3 | $3.38M | Buy |
19,986
+1,660
| +9% | +$281K | 0.01% | 591 |
|
|
2024
Q2 | $2.78M | Buy |
18,326
+1,417
| +8% | +$215K | 0.01% | 613 |
|
|
2024
Q1 | $2.65M | Sell |
16,909
-323
| -2% | -$50.5K | 0.01% | 615 |
|
|
2023
Q4 | $2.46M | Buy |
17,232
+155
| +0.9% | +$22.1K | 0.01% | 623 |
|
|
2023
Q3 | $1.84M | Sell |
17,077
-25,514
| -60% | -$2.76M | 0.01% | 673 |
|
|
2023
Q2 | $4.92M | Sell |
42,591
-9,069
| -18% | -$1.05M | 0.02% | 454 |
|
|
2023
Q1 | $5.78M | Sell |
51,660
-771
| -1% | -$86.3K | 0.02% | 410 |
|
|
2022
Q4 | $6.16M | Sell |
52,431
-732
| -1% | -$86K | 0.03% | 384 |
|
|
2022
Q3 | $4.77M | Buy |
53,163
+2,536
| +5% | +$228K | 0.02% | 416 |
|
|
2022
Q2 | $4.81M | Sell |
50,627
-4,643
| -8% | -$441K | 0.02% | 426 |
|
|
2022
Q1 | $7.27M | Buy |
55,270
+20,022
| +57% | +$2.63M | 0.03% | 381 |
|
|
2021
Q4 | $5.63M | Buy |
35,248
+944
| +3% | +$151K | 0.02% | 453 |
|
|
2021
Q3 | $4.46M | Buy |
34,304
+27,757
| +424% | +$3.61M | 0.02% | 482 |
|
|
2021
Q2 | $854K | Buy |
6,547
+110
| +2% | +$14.3K | ﹤0.01% | 967 |
|
|
2021
Q1 | $732K | Buy |
6,437
+3,014
| +88% | +$343K | ﹤0.01% | 1001 |
|
|
2020
Q4 | $292K | Buy |
3,423
+294
| +9% | +$25.1K | ﹤0.01% | 1287 |
|
|
2020
Q3 | $202K | Buy |
+3,129
| New | +$202K | ﹤0.01% | 1299 |
|
|
2020
Q1 | – | Sell |
-2,481
| Closed | -$370K | – | 1760 |
|
|
2019
Q4 | $370K | Buy |
2,481
+202
| +9% | +$30.1K | ﹤0.01% | 1100 |
|
|
2019
Q3 | $355K | Sell |
2,279
-35
| -2% | -$5.45K | ﹤0.01% | 1064 |
|
|
2019
Q2 | $370K | Sell |
2,314
-968
| -29% | -$155K | ﹤0.01% | 1085 |
|
|
2019
Q1 | $598K | Sell |
3,282
-10,261
| -76% | -$1.87M | ﹤0.01% | 909 |
|
|
2018
Q4 | $2.28M | Buy |
13,543
+5,956
| +79% | +$1M | 0.02% | 502 |
|
|
2018
Q3 | $1.34M | Buy |
7,587
+5,921
| +355% | +$1.05M | 0.01% | 648 |
|
|
2018
Q2 | $284K | Hold |
1,666
| – | – | ﹤0.01% | 1150 |
|
|
2018
Q1 | $257K | Sell |
1,666
-155
| -9% | -$23.9K | ﹤0.01% | 1129 |
|
|
2017
Q4 | $313K | Sell |
1,821
-440
| -19% | -$75.6K | ﹤0.01% | 1116 |
|
|
2017
Q3 | $364K | Sell |
2,261
-1,240
| -35% | -$200K | ﹤0.01% | 1043 |
|
|
2017
Q2 | $566K | Buy |
3,501
+390
| +13% | +$63.1K | ﹤0.01% | 933 |
|
|
2017
Q1 | $558K | Sell |
3,111
-493
| -14% | -$88.4K | ﹤0.01% | 867 |
|
|
2016
Q4 | $640K | Sell |
3,604
-628
| -15% | -$112K | 0.01% | 756 |
|
|
2016
Q3 | $876K | Buy |
4,232
+384
| +10% | +$79.5K | 0.01% | 677 |
|
|
2016
Q2 | $835K | Buy |
3,848
+401
| +12% | +$87K | 0.01% | 685 |
|
|
2016
Q1 | $715K | Sell |
3,447
-39
| -1% | -$8.09K | 0.01% | 700 |
|
|
2015
Q4 | $677K | Buy |
3,486
+68
| +2% | +$13.2K | 0.01% | 733 |
|
|
2015
Q3 | $627K | Buy |
3,418
+53
| +2% | +$9.72K | 0.01% | 901 |
|
|
2015
Q2 | $582K | Sell |
3,365
-7,655
| -69% | -$1.32M | ﹤0.01% | 1712 |
|
|
2015
Q1 | $2.16M | Sell |
11,020
-22,804
| -67% | -$4.46M | ﹤0.01% | 1296 |
|
|
2014
Q4 | $6.16M | Sell |
33,824
-2,865
| -8% | -$522K | 0.01% | 991 |
|
|
2014
Q3 | $6.03M | Sell |
36,689
-7,050
| -16% | -$1.16M | 0.01% | 984 |
|
|
2014
Q2 | $7.27M | Sell |
43,739
-3,633
| -8% | -$604K | 0.01% | 916 |
|
|
2014
Q1 | $7.31M | Buy |
47,372
+24,903
| +111% | +$3.84M | 0.01% | 890 |
|
|
2013
Q4 | $3.22M | Buy |
22,469
+18,302
| +439% | +$2.62M | 0.01% | 1029 |
|
|
2013
Q3 | $580K | Hold |
4,167
| – | – | ﹤0.01% | 1509 |
|
|
2013
Q2 | $619K | Buy |
+4,167
| New | +$619K | ﹤0.01% | 1433 |
|