CFA
EGP icon

Carroll Financial Associates’s EastGroup Properties EGP Stock Holding History

Carroll Financial Associates’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
2019
Q4 		– Sell
-5
Closed – – 1564
2019
Q3 		$0 Hold
5
– – ﹤0.01% 1560
2019
Q2 		$0 Buy
+5
New +$565 ﹤0.01% 1598
2018
Q1 		– Sell
-26
Closed -$2K – 1261
2017
Q4 		$2K Buy
+26
New +$2.37K ﹤0.01% 1124

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Carroll Financial Associates's EGP Position: Q4 2019 in Review

Carroll Financial Associates sold out of EastGroup Properties (EGP) in Q4 2019, closing a stake of 5 shares.

Carroll Financial Associates first reported a position in EGP in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q4 2017. 298 funds tracked by Wall St. Rank hold EGP as of Q4 2019.

  • Carroll Financial Associates reported no remaining EastGroup Properties position as of Q4 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 5 EastGroup Properties shares in Q4 2019.
  • Carroll Financial Associates first reported a position in EastGroup Properties in Q4 2017 and held it in 3 quarters.
  • Carroll Financial Associates's EastGroup Properties position peaked at $2K in Q4 2017.
  • 298 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2019.

Based on Carroll Financial Associates's 13F filing for Q4 2019, filed 8 Jan 2020.