A detailed history of Heritage Trust CO transactions in Simon Property Group Inc stock. As of the latest transaction made, Heritage Trust CO holds 4,598 shares of SPG stock, worth $679,492. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,598
Previous 4,454 3.23%
Holding current value
$679,492
Previous $635,000 13.23%
% of portfolio
0.1%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$136.79 - $156.49 $19,697 - $22,534
144 Added 3.23%
4,598 $719,000
Q4 2023

Feb 09, 2024

BUY
$103.37 - $146.58 $92,516 - $131,189
895 Added 25.15%
4,454 $635,000
Q3 2023

Nov 08, 2023

BUY
$108.03 - $125.44 $184,731 - $214,502
1,710 Added 92.48%
3,559 $384,000
Q2 2023

Aug 11, 2023

BUY
$101.25 - $115.48 $187,211 - $213,522
1,849 New
1,849 $213,000
Q1 2020

May 11, 2020

SELL
$44.92 - $149.11 $60,192 - $199,807
-1,340 Closed
0 $0
Q1 2019

May 15, 2019

BUY
$164.87 - $185.85 $220,925 - $249,039
1,340 New
1,340 $244,000
Q4 2017

Feb 12, 2018

SELL
$154.99 - $171.74 $4,339 - $4,808
-28 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
$153.23 - $166.37 $4,290 - $4,658
28
28 $5,000

Others Institutions Holding SPG

About SIMON PROPERTY GROUP INC


  • Ticker SPG
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 327,352,000
  • Market Cap $48.4B
  • Description
  • Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annu...
More about SPG
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