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Naviter Wealth’s EastGroup Properties EGP Stock Holding History

Naviter Wealth’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
-1,648
Closed -$240K – 194
2022
Q3 		$240K Sell
1,648
-4,933
-75% -$805K 0.1% 170
2022
Q2 		$1.02M Sell
6,581
-141
-2% -$24.7K 0.42% 50
2022
Q1 		$1.37M Sell
6,722
-725
-10% -$143K 0.46% 45
2021
Q4 		$1.71M Buy
+7,447
New +$1.5M 0.51% 48

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Naviter Wealth's EGP Position: Q4 2022 in Review

Naviter Wealth sold out of EastGroup Properties (EGP) in Q4 2022, closing a stake of 1,648 shares — an estimated $240K sold.

Naviter Wealth first reported a position in EGP in Q4 2021 and held it in 4 quarters. The position peaked at $1.71M in Q4 2021. 368 funds tracked by Wall St. Rank hold EGP as of Q4 2022.

  • Naviter Wealth reported no remaining EastGroup Properties position as of Q4 2022 after selling out during the quarter.
  • Naviter Wealth sold 1,648 EastGroup Properties shares in Q4 2022, an estimated $240K.
  • Naviter Wealth first reported a position in EastGroup Properties in Q4 2021 and held it in 4 quarters.
  • Naviter Wealth's EastGroup Properties position peaked at $1.71M in Q4 2021.
  • 368 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2022.

Based on Naviter Wealth's 13F filing for Q4 2022, filed 31 Jan 2023.