Chevy Chase Trust
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Chevy Chase Trust’s EastGroup Properties EGP Stock Holding History

Chevy Chase Trust’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
2020
Q1 		– Sell
-160
Closed -$21K – 730
2019
Q4 		$21K Buy
+160
New +$21K ﹤0.01% 986
2017
Q4 		– Sell
-160
Closed -$14K – 689
2017
Q3 		$14K Buy
+160
New +$13.8K ﹤0.01% 671

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chevy Chase Trust's EGP Position: Q1 2020 in Review

Chevy Chase Trust sold out of EastGroup Properties (EGP) in Q1 2020, closing a stake of 160 shares — an estimated $21K sold.

Chevy Chase Trust first reported a position in EGP in Q3 2017 and held it in 2 quarters. The position peaked at $21K in Q4 2019. 277 funds tracked by Wall St. Rank hold EGP as of Q1 2020.

  • Chevy Chase Trust reported no remaining EastGroup Properties position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 160 EastGroup Properties shares in Q1 2020, an estimated $21K.
  • Chevy Chase Trust first reported a position in EastGroup Properties in Q3 2017 and held it in 2 quarters.
  • Chevy Chase Trust's EastGroup Properties position peaked at $21K in Q4 2019.
  • 277 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.