Congress Asset Management’s EastGroup Properties EGP Stock Holding History

Congress Asset Management’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
2022 Q2	–	Sell	-60,519	Closed	-$12.3M	–	372
2022 Q1	$12.3M	Buy	60,519 +1,136	+2%	+$225K	0.1%	148
2021 Q4	$13.5M	Buy	59,383 +11,501	+24%	+$2.31M	0.1%	135
2021 Q3	$7.98M	Buy	47,882 +2,278	+5%	+$396K	0.06%	184
2021 Q2	$7.5M	Buy	45,604 +1,941	+4%	+$307K	0.06%	180
2021 Q1	$6.26M	Buy	43,663 +5,453	+14%	+$764K	0.06%	189
2020 Q4	$5.28M	Buy	38,210 +1,854	+5%	+$256K	0.05%	191
2020 Q3	$4.7M	Buy	36,356 +824	+2%	+$106K	0.05%	174
2020 Q2	$4.21M	Buy	+35,532	New	+$3.93M	0.05%	176

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

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

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Congress Asset Management's EGP Position: Q2 2022 in Review

Congress Asset Management sold out of EastGroup Properties (EGP) in Q2 2022, closing a stake of 60,519 shares — an estimated $12.3M sold.

Congress Asset Management first reported a position in EGP in Q2 2020 and held it in 8 quarters. The position peaked at $13.5M in Q4 2021. 365 funds tracked by Wall St. Rank hold EGP as of Q2 2022.

Congress Asset Management reported no remaining EastGroup Properties position as of Q2 2022 after selling out during the quarter.
Congress Asset Management sold 60,519 EastGroup Properties shares in Q2 2022, an estimated $12.3M.
Congress Asset Management first reported a position in EastGroup Properties in Q2 2020 and held it in 8 quarters.
Congress Asset Management's EastGroup Properties position peaked at $13.5M in Q4 2021.
365 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2022.

Based on Congress Asset Management's 13F filing for Q2 2022, filed 2 Aug 2022.