EI
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Ellevest Inc’s EastGroup Properties EGP Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-273
Closed -$45.1K – 720
2023
Q1 		$45.1K Buy
273
+1
+0.4% +$163 ﹤0.01% 628
2022
Q4 		$40.3K Sell
272
-69
-20% -$10.4K ﹤0.01% 664
2022
Q3 		$49K Buy
341
+151
+79% +$24.6K ﹤0.01% 585
2022
Q2 		$29K Buy
190
+64
+51% +$11.2K ﹤0.01% 687
2022
Q1 		$26K Buy
126
+42
+50% +$8.31K ﹤0.01% 670
2021
Q4 		$19K Hold
84
– – ﹤0.01% 730
2021
Q3 		$14K Hold
84
– – ﹤0.01% 745
2021
Q2 		$14K Hold
84
– – ﹤0.01% 703
2021
Q1 		$12K Buy
84
+1
+1% +$140 ﹤0.01% 751
2020
Q4 		$11K Sell
83
-52
-39% -$7.19K ﹤0.01% 726
2020
Q3 		$17K Buy
135
+72
+114% +$9.3K ﹤0.01% 549
2020
Q2 		$7K Buy
+63
New +$6.96K ﹤0.01% 672

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ellevest Inc's EGP Position: Q2 2023 in Review

Ellevest Inc sold out of EastGroup Properties (EGP) in Q2 2023, closing a stake of 273 shares — an estimated $45.1K sold.

Ellevest Inc first reported a position in EGP in Q2 2020 and held it in 12 quarters. The position peaked at $49K in Q3 2022. 381 funds tracked by Wall St. Rank hold EGP as of Q2 2023.

  • Ellevest Inc reported no remaining EastGroup Properties position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 273 EastGroup Properties shares in Q2 2023, an estimated $45.1K.
  • Ellevest Inc first reported a position in EastGroup Properties in Q2 2020 and held it in 12 quarters.
  • Ellevest Inc's EastGroup Properties position peaked at $49K in Q3 2022.
  • 381 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.