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Schwerin Boyle Capital Management’s EastGroup Properties EGP Stock Holding History

Schwerin Boyle Capital Management’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
2016
Q4 		– Sell
-30,500
Closed -$2.24M – 64
2016
Q3 		$2.24M Hold
30,500
– – 0.31% 49
2016
Q2 		$2.1M Hold
30,500
– – 0.3% 52
2016
Q1 		$1.84M Buy
+30,500
New +$1.66M 0.26% 55

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schwerin Boyle Capital Management's EGP Position: Q4 2016 in Review

Schwerin Boyle Capital Management sold out of EastGroup Properties (EGP) in Q4 2016, closing a stake of 30,500 shares — an estimated $2.24M sold.

Schwerin Boyle Capital Management first reported a position in EGP in Q1 2016 and held it in 3 quarters. The position peaked at $2.24M in Q3 2016. 228 funds tracked by Wall St. Rank hold EGP as of Q4 2016.

  • Schwerin Boyle Capital Management reported no remaining EastGroup Properties position as of Q4 2016 after selling out during the quarter.
  • Schwerin Boyle Capital Management sold 30,500 EastGroup Properties shares in Q4 2016, an estimated $2.24M.
  • Schwerin Boyle Capital Management first reported a position in EastGroup Properties in Q1 2016 and held it in 3 quarters.
  • Schwerin Boyle Capital Management's EastGroup Properties position peaked at $2.24M in Q3 2016.
  • 228 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2016.

Based on Schwerin Boyle Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.