Concord Wealth Partners’s EastGroup Properties EGP Stock Holding History

Concord Wealth Partners’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
2023 Q4	–	Sell	-14	Closed	-$2.33K	–	874
2023 Q3	$2.33K	Sell	14 -6	-30%	-$1.06K	﹤0.01%	850
2023 Q2	$3.47K	Hold	20	–	–	﹤0.01%	777
2023 Q1	$3.31K	Hold	20	–	–	﹤0.01%	737
2022 Q4	$2.96K	Buy	+20	New	+$3.02K	﹤0.01%	865
2022 Q3	–	Sell	-14	Closed	-$2K	–	425
2022 Q2	$2K	Hold	14	–	–	﹤0.01%	1010
2022 Q1	$3K	Hold	14	–	–	﹤0.01%	1004
2021 Q4	$3K	Hold	14	–	–	﹤0.01%	1041
2021 Q3	$2K	Hold	14	–	–	﹤0.01%	746
2021 Q2	$2K	Hold	14	–	–	﹤0.01%	880
2021 Q1	$2K	Hold	14	–	–	﹤0.01%	821
2020 Q4	$2K	Buy	+14	New	+$1.94K	﹤0.01%	526

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Concord Wealth Partners's EGP Position: Q4 2023 in Review

Concord Wealth Partners sold out of EastGroup Properties (EGP) in Q4 2023, closing a stake of 14 shares — an estimated $2.33K sold.

Concord Wealth Partners first reported a position in EGP in Q4 2020 and held it in 11 quarters. The position peaked at $3.47K in Q2 2023. 422 funds tracked by Wall St. Rank hold EGP as of Q4 2023.

Concord Wealth Partners reported no remaining EastGroup Properties position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 14 EastGroup Properties shares in Q4 2023, an estimated $2.33K.
Concord Wealth Partners first reported a position in EastGroup Properties in Q4 2020 and held it in 11 quarters.
Concord Wealth Partners's EastGroup Properties position peaked at $3.47K in Q2 2023.
422 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.