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HHM Wealth Advisors’s EastGroup Properties EGP Stock Holding History

HHM Wealth Advisors’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
-99
Closed -$15K – 682
2022
Q2 		$15K Sell
99
-39
-28% -$6.84K ﹤0.01% 465
2022
Q1 		$28K Buy
+138
New +$27.3K 0.01% 388

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
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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

HHM Wealth Advisors's EGP Position: Q3 2022 in Review

HHM Wealth Advisors sold out of EastGroup Properties (EGP) in Q3 2022, closing a stake of 99 shares — an estimated $15K sold.

HHM Wealth Advisors first reported a position in EGP in Q1 2022 and held it in 2 quarters. The position peaked at $28K in Q1 2022. 357 funds tracked by Wall St. Rank hold EGP as of Q3 2022.

  • HHM Wealth Advisors reported no remaining EastGroup Properties position as of Q3 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 99 EastGroup Properties shares in Q3 2022, an estimated $15K.
  • HHM Wealth Advisors first reported a position in EastGroup Properties in Q1 2022 and held it in 2 quarters.
  • HHM Wealth Advisors's EastGroup Properties position peaked at $28K in Q1 2022.
  • 357 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.