PMFA
EGP icon

Plante Moran Financial Advisors’s EastGroup Properties EGP Stock Holding History

Plante Moran Financial 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
Q3 		– Sell
-11
Closed -$2K – 907
2022
Q2 		$2K Buy
+11
New +$1.93K ﹤0.01% 808
2016
Q1 		– Sell
-115
Closed -$6K – 893
2015
Q4 		$6K Buy
+115
New +$6.49K ﹤0.01% 672

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
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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Plante Moran Financial Advisors's EGP Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of EastGroup Properties (EGP) in Q3 2022, closing a stake of 11 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in EGP in Q4 2015 and held it in 2 quarters. The position peaked at $6K in Q4 2015. 357 funds tracked by Wall St. Rank hold EGP as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining EastGroup Properties position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 11 EastGroup Properties shares in Q3 2022, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in EastGroup Properties in Q4 2015 and held it in 2 quarters.
  • Plante Moran Financial Advisors's EastGroup Properties position peaked at $6K in Q4 2015.
  • 357 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.