Patriot Financial Group Insurance Agency’s EastGroup Properties EGP Stock Holding History

Patriot Financial Group Insurance Agency’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	-62	Closed	-$10K	–	840
2022 Q2	$10K	Buy	62 +18	+41%	+$3.16K	﹤0.01%	1234
2022 Q1	$9K	Sell	44 -2	-4%	-$396	﹤0.01%	1394
2021 Q4	$10K	Buy	46 +17	+59%	+$3.41K	﹤0.01%	1484
2021 Q3	$5K	Hold	29	–	–	﹤0.01%	1687
2021 Q2	$5K	Hold	29	–	–	﹤0.01%	1645
2021 Q1	$4K	Hold	29	–	–	﹤0.01%	1609
2020 Q4	$4K	Sell	29 -4	-12%	-$553	﹤0.01%	1471
2020 Q3	$4K	Hold	33	–	–	﹤0.01%	1276
2020 Q2	$4K	Hold	33	–	–	﹤0.01%	1223
2020 Q1	$3K	Buy	+33	New	+$4.17K	﹤0.01%	1196

Other funds holding EGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EGP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of EastGroup Properties (EGP) in Q3 2022, closing a stake of 62 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in EGP in Q1 2020 and held it in 10 quarters. The position peaked at $10K in Q2 2022. 358 funds tracked by Wall St. Rank hold EGP as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining EastGroup Properties position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 62 EastGroup Properties shares in Q3 2022, an estimated $10K.
Patriot Financial Group Insurance Agency first reported a position in EastGroup Properties in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's EastGroup Properties position peaked at $10K in Q2 2022.
358 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.