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BerganKDV Wealth Management’s EastGroup Properties EGP Stock Holding History

BerganKDV 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
2022
Q3 		– Sell
-19
Closed -$3K – 990
2022
Q2 		$3K Hold
19
– – ﹤0.01% 765
2022
Q1 		$4K Hold
19
– – ﹤0.01% 751
2021
Q4 		$4K Hold
19
– – ﹤0.01% 807
2021
Q3 		$3K Hold
19
– – ﹤0.01% 815
2021
Q2 		$3K Hold
19
– – ﹤0.01% 758
2021
Q1 		$3K Hold
19
– – ﹤0.01% 729
2020
Q4 		$3K Buy
+19
New +$2.63K ﹤0.01% 727

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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BerganKDV Wealth Management's EGP Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of EastGroup Properties (EGP) in Q3 2022, closing a stake of 19 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in EGP in Q4 2020 and held it in 7 quarters. The position peaked at $4K in Q1 2022. 357 funds tracked by Wall St. Rank hold EGP as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining EastGroup Properties position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 19 EastGroup Properties shares in Q3 2022, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in EastGroup Properties in Q4 2020 and held it in 7 quarters.
  • BerganKDV Wealth Management's EastGroup Properties position peaked at $4K in Q1 2022.
  • 357 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.