CAAS
EGP icon

Capital Asset Advisory Services’s EastGroup Properties EGP Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-101
Closed -$14K – 898
2020
Q4 		$14K Buy
+101
New +$14K ﹤0.01% 980

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Asset Advisory Services's EGP Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of EastGroup Properties (EGP) in Q1 2021, closing a stake of 101 shares — an estimated $14K sold.

Capital Asset Advisory Services first reported a position in EGP in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 307 funds tracked by Wall St. Rank hold EGP as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining EastGroup Properties position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 101 EastGroup Properties shares in Q1 2021, an estimated $14K.
  • Capital Asset Advisory Services first reported a position in EastGroup Properties in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's EastGroup Properties position peaked at $14K in Q4 2020.
  • 307 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.