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Bartlett & Co Wealth Management’s EastGroup Properties EGP Stock Holding History

Bartlett & Co 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
2021
Q4 		– Sell
-14
Closed -$2.35K – 527
2021
Q3 		$2.35K Buy
+14
New +$2.43K ﹤0.01% 852

Other funds holding EGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bartlett & Co Wealth Management's EGP Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of EastGroup Properties (EGP) in Q4 2021, closing a stake of 14 shares — an estimated $2.35K sold.

Bartlett & Co Wealth Management first reported a position in EGP in Q3 2021 and held it in 1 quarter. The position peaked at $2.35K in Q3 2021. 374 funds tracked by Wall St. Rank hold EGP as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining EastGroup Properties position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 14 EastGroup Properties shares in Q4 2021, an estimated $2.35K.
  • Bartlett & Co Wealth Management first reported a position in EastGroup Properties in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's EastGroup Properties position peaked at $2.35K in Q3 2021.
  • 374 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.