Disciplined Value Mid Cap Fund SPG Holdings History
Disciplined Value Mid Cap Fund's Simon Property Group Inc Holding Summary
As of 2025-03-31, Disciplined Value Mid Cap Fund held 1.76 Mil shares of Simon Property Group Inc(SPG), totaling $291.79 Mil. This investment constitutes 1.43% of their stock portfolio, and Disciplined Value Mid Cap Fund now holds 0.54% of the outstanding Simon Property Group Inc(SPG) stock.
The initial trade took place in 2023Q1. And since then Disciplined Value Mid Cap Fund has made 6 purchases of SPG, at an average price of $121.80, for a total of 1.83 Mil shares. In addition, there have been 2 sales at an average price of $166.79 for 75,186.00 shares. Based on historical transaction data and SPG's current price of $160.76, Disciplined Value Mid Cap Fund's estimated gain on his SPG holdings is $71.82 Mil, reflecting a 32.19% gain to date.
Disciplined Value Mid Cap Fund SPG ($160.76) Holding Chart
Disciplined Value Mid Cap Fund SPG ($160.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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