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J.W. Coons Advisors’s EastGroup Properties EGP Stock Holding History

J.W. Coons 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
Q2 		– Sell
-1,973
Closed -$397K – 251
2022
Q1 		$397K Buy
1,973
+45
+2% +$8.9K 0.12% 172
2021
Q4 		$440K Buy
1,928
+243
+14% +$48.8K 0.13% 162
2021
Q3 		$278K Buy
1,685
+365
+28% +$63.4K 0.1% 189
2021
Q2 		$217K Buy
+1,320
New +$209K 0.08% 204

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

J.W. Coons Advisors's EGP Position: Q2 2022 in Review

J.W. Coons Advisors sold out of EastGroup Properties (EGP) in Q2 2022, closing a stake of 1,973 shares — an estimated $397K sold.

J.W. Coons Advisors first reported a position in EGP in Q2 2021 and held it in 4 quarters. The position peaked at $440K in Q4 2021. 365 funds tracked by Wall St. Rank hold EGP as of Q2 2022.

  • J.W. Coons Advisors reported no remaining EastGroup Properties position as of Q2 2022 after selling out during the quarter.
  • J.W. Coons Advisors sold 1,973 EastGroup Properties shares in Q2 2022, an estimated $397K.
  • J.W. Coons Advisors first reported a position in EastGroup Properties in Q2 2021 and held it in 4 quarters.
  • J.W. Coons Advisors's EastGroup Properties position peaked at $440K in Q4 2021.
  • 365 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2022.

Based on J.W. Coons Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.