Curi Wealth Management’s EastGroup Properties EGP Stock Holding History

Curi 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 Q3	–	Sell	-83	Closed	-$13K	–	343
2022 Q2	$13K	Hold	83	–	–	﹤0.01%	344
2022 Q1	$16K	Hold	83	–	–	﹤0.01%	306
2021 Q4	$18K	Buy	+83	New	+$16.7K	﹤0.01%	259
2021 Q1	–	Sell	-83	Closed	-$11K	–	216
2020 Q4	$11K	Buy	+83	New	+$11.5K	0.01%	240

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

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

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

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

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

Curi Wealth Management's EGP Position: Q3 2022 in Review

Curi Wealth Management sold out of EastGroup Properties (EGP) in Q3 2022, closing a stake of 83 shares — an estimated $13K sold.

Curi Wealth Management first reported a position in EGP in Q4 2020 and held it in 4 quarters. The position peaked at $18K in Q4 2021. 357 funds tracked by Wall St. Rank hold EGP as of Q3 2022.

Curi Wealth Management reported no remaining EastGroup Properties position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 83 EastGroup Properties shares in Q3 2022, an estimated $13K.
Curi Wealth Management first reported a position in EastGroup Properties in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's EastGroup Properties position peaked at $18K in Q4 2021.
357 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.