Wilmington Savings Fund Society’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 | $755K | Sell |
4,697
-1,691
| -26% | -$272K | 0.01% | 486 |
|
|
2025
Q1 | $1.06M | Sell |
6,388
-439
| -6% | -$72.9K | 0.02% | 414 |
|
|
2024
Q4 | $1.18M | Buy |
6,827
+1,895
| +38% | +$326K | 0.02% | 400 |
|
|
2024
Q3 | $834K | Buy |
+4,932
| New | +$834K | 0.02% | 456 |
|
|
2017
Q1 | – | Sell |
-1,136
| Closed | -$202K | – | 346 |
|
|
2016
Q4 | $202K | Buy |
1,136
+50
| +5% | +$8.89K | 0.01% | 312 |
|
|
2016
Q3 | $225K | Hold |
1,086
| – | – | 0.01% | 308 |
|
|
2016
Q2 | $236K | Hold |
1,086
| – | – | 0.02% | 297 |
|
|
2016
Q1 | $226K | Hold |
1,086
| – | – | 0.01% | 314 |
|
|
2015
Q4 | $211K | Buy |
+1,086
| New | +$211K | 0.01% | 326 |
|
|
2015
Q3 | – | Sell |
-1,311
| Closed | -$227K | – | 366 |
|
|
2015
Q2 | $227K | Buy |
1,311
+158
| +14% | +$27.4K | 0.01% | 326 |
|
|
2015
Q1 | $226K | Hold |
1,153
| – | – | 0.01% | 320 |
|
|
2014
Q4 | $210K | Buy |
+1,153
| New | +$210K | 0.01% | 337 |
|
|
2014
Q3 | – | Sell |
-1,253
| Closed | -$208K | – | 385 |
|
|
2014
Q2 | $208K | Sell |
1,253
-79
| -6% | -$13.1K | 0.01% | 366 |
|
|
2014
Q1 | $205K | Buy |
+1,332
| New | +$205K | 0.01% | 370 |
|