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Harvest Group Wealth Management’s EastGroup Properties EGP Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-2
Closed – – 220
2020
Q4 		$0 Hold
2
– – ﹤0.01% 696
2020
Q3 		$0 Hold
2
– – ﹤0.01% 642
2020
Q2 		$0 Sell
2
-48
-96% -$5.3K ﹤0.01% 570
2020
Q1 		$5K Buy
50
+2
+4% +$253 0.01% 256
2019
Q4 		$6K Hold
48
– – 0.01% 316
2019
Q3 		$6K Buy
+48
New +$5.87K 0.01% 348

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Group Wealth Management's EGP Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of EastGroup Properties (EGP) in Q1 2021, closing a stake of 2 shares.

Harvest Group Wealth Management first reported a position in EGP in Q3 2019 and held it in 6 quarters. The position peaked at $6K in Q4 2019. 307 funds tracked by Wall St. Rank hold EGP as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining EastGroup Properties position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 2 EastGroup Properties shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in EastGroup Properties in Q3 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's EastGroup Properties position peaked at $6K in Q4 2019.
  • 307 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.