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Belpointe Asset Management’s EastGroup Properties EGP Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-494
Closed -$81.7K – 1348
2023
Q1 		$81.7K Buy
494
+289
+141% +$47K ﹤0.01% 1430
2022
Q4 		$30.4K Sell
205
-547
-73% -$82.5K ﹤0.01% 1902
2022
Q3 		$108K Buy
+752
New +$123K 0.01% 1119

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Belpointe Asset Management's EGP Position: Q2 2023 in Review

Belpointe Asset Management sold out of EastGroup Properties (EGP) in Q2 2023, closing a stake of 494 shares — an estimated $81.7K sold.

Belpointe Asset Management first reported a position in EGP in Q3 2022 and held it in 3 quarters. The position peaked at $108K in Q3 2022. 381 funds tracked by Wall St. Rank hold EGP as of Q2 2023.

  • Belpointe Asset Management reported no remaining EastGroup Properties position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 494 EastGroup Properties shares in Q2 2023, an estimated $81.7K.
  • Belpointe Asset Management first reported a position in EastGroup Properties in Q3 2022 and held it in 3 quarters.
  • Belpointe Asset Management's EastGroup Properties position peaked at $108K in Q3 2022.
  • 381 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.