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Congress Wealth Management’s EastGroup Properties EGP Stock Holding History

Congress Wealth 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
-23,901
Closed -$4.86M – 567
2022
Q1 		$4.86M Buy
23,901
+553
+2% +$109K 0.11% 210
2021
Q4 		$5.32M Buy
+23,348
New +$4.69M 0.11% 215

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
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

Congress Wealth Management sold out of EastGroup Properties (EGP) in Q2 2022, closing a stake of 23,901 shares — an estimated $4.86M sold.

Congress Wealth Management first reported a position in EGP in Q4 2021 and held it in 2 quarters. The position peaked at $5.32M in Q4 2021. 365 funds tracked by Wall St. Rank hold EGP as of Q2 2022.

  • Congress Wealth Management reported no remaining EastGroup Properties position as of Q2 2022 after selling out during the quarter.
  • Congress Wealth Management sold 23,901 EastGroup Properties shares in Q2 2022, an estimated $4.86M.
  • Congress Wealth Management first reported a position in EastGroup Properties in Q4 2021 and held it in 2 quarters.
  • Congress Wealth Management's EastGroup Properties position peaked at $5.32M in Q4 2021.
  • 365 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.