Ziegler Capital Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-53,487
| Closed | -$4.8M | – | 415 |
|
|
2022
Q3 | $4.8M | Sell |
53,487
-2,170
| -4% | -$195K | 0.21% | 158 |
|
|
2022
Q2 | $5.28M | Sell |
55,657
-2,855
| -5% | -$271K | 0.22% | 159 |
|
|
2022
Q1 | $7.7M | Buy |
58,512
+57,039
| +3,872% | +$7.5M | 0.33% | 117 |
|
|
2021
Q4 | $235K | Buy |
+1,473
| New | +$235K | 0.01% | 409 |
|
|
2021
Q3 | – | Sell |
-1,623
| Closed | -$212K | – | 446 |
|
|
2021
Q2 | $212K | Buy |
+1,623
| New | +$212K | 0.01% | 428 |
|
|
2013
Q3 | $954K | Hold |
6,843
| – | – | 0.08% | 238 |
|
|
2013
Q2 | $1.02M | Buy |
+6,843
| New | +$1.02M | 0.11% | 233 |
|