Quantitative U.S. Large Cap Value Equity Portfolio SPG Holdings History
Disciplined U.S. Value Equity Portfolio's Simon Property Group Inc Holding Summary
As of 2025-04-30, Disciplined U.S. Value Equity Portfolio held 247.00 shares of Simon Property Group Inc(SPG), totaling $38,870.00. This investment constitutes 1.96% of their stock portfolio, and Disciplined U.S. Value Equity Portfolio now holds 0% of the outstanding Simon Property Group Inc(SPG) stock.
The initial trade took place in 2025Q2. And since then Disciplined U.S. Value Equity Portfolio has made 1 purchases of SPG, at an average price of $167.46, for a total of 247.00 shares. Based on historical transaction data and SPG's current price of $166.74, Disciplined U.S. Value Equity Portfolio's estimated gain on his SPG holdings is $-177.84, reflecting a -0.43% gain to date.
Disciplined U.S. Value Equity Portfolio SPG ($166.74) Holding Chart
Disciplined U.S. Value Equity Portfolio SPG ($166.74) 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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