AWM
EGP icon

Apollon Wealth Management’s EastGroup Properties EGP Stock Holding History

Apollon Wealth Management’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,205
Closed -$556K – 922
2023
Q2 		$556K Buy
+3,205
New +$535K 0.03% 564

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Apollon Wealth Management's EGP Position: Q3 2023 in Review

Apollon Wealth Management sold out of EastGroup Properties (EGP) in Q3 2023, closing a stake of 3,205 shares — an estimated $556K sold.

Apollon Wealth Management first reported a position in EGP in Q2 2023 and held it in 1 quarter. The position peaked at $556K in Q2 2023. 386 funds tracked by Wall St. Rank hold EGP as of Q3 2023.

  • Apollon Wealth Management reported no remaining EastGroup Properties position as of Q3 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 3,205 EastGroup Properties shares in Q3 2023, an estimated $556K.
  • Apollon Wealth Management first reported a position in EastGroup Properties in Q2 2023 and held it in 1 quarter.
  • Apollon Wealth Management's EastGroup Properties position peaked at $556K in Q2 2023.
  • 386 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2023.

Based on Apollon Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.