Perennial Advisors’s EastGroup Properties EGP Stock Holding History

Perennial 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
2021 Q3	–	Sell	-500	Closed	-$82K	–	135
2021 Q2	$82K	Hold	500	–	–	0.02%	122
2021 Q1	$72K	Hold	500	–	–	0.02%	127
2020 Q4	$69K	Buy	+500	New	+$69.1K	0.02%	120
2020 Q3	–	Sell	-498	Closed	-$59K	–	118
2020 Q2	$59K	Buy	+498	New	+$55K	0.03%	123

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Perennial Advisors's EGP Position: Q3 2021 in Review

Perennial Advisors sold out of EastGroup Properties (EGP) in Q3 2021, closing a stake of 500 shares — an estimated $82K sold.

Perennial Advisors first reported a position in EGP in Q2 2020 and held it in 4 quarters. The position peaked at $82K in Q2 2021. 322 funds tracked by Wall St. Rank hold EGP as of Q3 2021.

Perennial Advisors reported no remaining EastGroup Properties position as of Q3 2021 after selling out during the quarter.
Perennial Advisors sold 500 EastGroup Properties shares in Q3 2021, an estimated $82K.
Perennial Advisors first reported a position in EastGroup Properties in Q2 2020 and held it in 4 quarters.
Perennial Advisors's EastGroup Properties position peaked at $82K in Q2 2021.
322 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.