Glassman Wealth Services’s EastGroup Properties EGP Stock Holding History

Glassman Wealth Services’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 Q4	–	Sell	-16	Closed	-$2K	–	1957
2022 Q3	$2K	Sell	16 -7	-30%	-$1.14K	﹤0.01%	1209
2022 Q2	$4K	Buy	+23	New	+$4.04K	﹤0.01%	1064
2020 Q2	–	Sell	-5	Closed	-$1K	–	1306
2020 Q1	$1K	Sell	5 -3	-38%	-$379	﹤0.01%	853
2019 Q4	$1K	Buy	+8	New	+$1.05K	﹤0.01%	898

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Glassman Wealth Services's EGP Position: Q4 2022 in Review

Glassman Wealth Services sold out of EastGroup Properties (EGP) in Q4 2022, closing a stake of 16 shares — an estimated $2K sold.

Glassman Wealth Services first reported a position in EGP in Q4 2019 and held it in 4 quarters. The position peaked at $4K in Q2 2022. 368 funds tracked by Wall St. Rank hold EGP as of Q4 2022.

Glassman Wealth Services reported no remaining EastGroup Properties position as of Q4 2022 after selling out during the quarter.
Glassman Wealth Services sold 16 EastGroup Properties shares in Q4 2022, an estimated $2K.
Glassman Wealth Services first reported a position in EastGroup Properties in Q4 2019 and held it in 4 quarters.
Glassman Wealth Services's EastGroup Properties position peaked at $4K in Q2 2022.
368 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.