Howe & Rusling’s EastGroup Properties EGP Stock Holding History

Howe & Rusling’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	-20	Closed	-$3K	–	536
2022 Q3	$3K	Buy	+20	New	+$3.26K	﹤0.01%	778
2021 Q1	–	Sell	-33	Closed	-$5K	–	966
2020 Q4	$5K	Hold	33	–	–	﹤0.01%	605
2020 Q3	$4K	Sell	33 -12	-27%	-$1.55K	﹤0.01%	592
2020 Q2	$5K	Buy	+45	New	+$4.97K	﹤0.01%	527

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

Howe & Rusling's EGP Position: Q4 2022 in Review

Howe & Rusling sold out of EastGroup Properties (EGP) in Q4 2022, closing a stake of 20 shares — an estimated $3K sold.

Howe & Rusling first reported a position in EGP in Q2 2020 and held it in 4 quarters. The position peaked at $5K in Q4 2020. 368 funds tracked by Wall St. Rank hold EGP as of Q4 2022.

Howe & Rusling reported no remaining EastGroup Properties position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 20 EastGroup Properties shares in Q4 2022, an estimated $3K.
Howe & Rusling first reported a position in EastGroup Properties in Q2 2020 and held it in 4 quarters.
Howe & Rusling's EastGroup Properties position peaked at $5K in Q4 2020.
368 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.