Berman Capital Advisors’s EastGroup Properties EGP Stock Holding History

Berman Capital Advisors’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 Q3	$31K	Sell	190 -1	-0.5%	-$174	﹤0.01%	849
2021 Q2	$31K	Hold	191	–	–	﹤0.01%	756
2021 Q1	$27K	Hold	191	–	–	0.01%	686
2020 Q4	$26K	Hold	191	–	–	0.01%	599
2020 Q3	$24K	Sell	191 -27	-12%	-$3.49K	0.01%	531
2020 Q2	$25K	Buy	218 +8	+4%	+$884	0.01%	478
2020 Q1	$22K	Sell	210 -1	-0.5%	-$126	0.01%	469
2019 Q4	$27K	Buy	211 +1	+0.5%	+$131	0.01%	452
2019 Q3	$26K	Sell	210 -7	-3%	-$855	0.01%	432
2019 Q2	$25K	Buy	217 +74	+52%	+$8.37K	0.01%	450
2019 Q1	$15K	Buy	143 +128	+853%	+$13.3K	0.01%	528
2018 Q4	$1K	Buy	+15	New	+$1.45K	﹤0.01%	979

Other funds holding EGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's EGP Position: Q3 2021 in Review

Berman Capital Advisors reduced its EastGroup Properties (EGP) stake by 0.52% in Q3 2021, selling an estimated $174 and leaving 190 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Berman Capital Advisors first reported a position in EGP in Q4 2018 and has held it in 12 quarters since. 322 funds tracked by Wall St. Rank hold EGP as of Q3 2021.

Berman Capital Advisors held 190 shares of EastGroup Properties worth $31K as of Q3 2021.
Berman Capital Advisors sold 1 EastGroup Properties share in Q3 2021, an estimated $174.
EastGroup Properties made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #849 holding.
Berman Capital Advisors first reported a position in EastGroup Properties in Q4 2018 and has held it in 12 quarters since.
322 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.