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Sowell Financial Services’s EastGroup Properties EGP Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-56
Closed -$9K – 1133
2021
Q1 		$9K Sell
56
-6
-10% -$840 ﹤0.01% 2359
2020
Q4 		$9K Hold
62
– – ﹤0.01% 2055
2020
Q3 		$8K Buy
62
+50
+417% +$6.46K ﹤0.01% 1859
2020
Q2 		$1K Sell
12
-57
-83% -$6.3K ﹤0.01% 2277
2020
Q1 		$7K Buy
69
+30
+77% +$3.79K ﹤0.01% 1706
2019
Q4 		$5K Buy
39
+6
+18% +$788 ﹤0.01% 1897
2019
Q3 		$4K Buy
+33
New +$4.03K ﹤0.01% 1824
2017
Q4 		– Sell
-4,924
Closed -$447K – 266
2017
Q3 		$447K Buy
+4,924
New +$425K 0.12% 154

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's EGP Position: Q2 2021 in Review

Sowell Financial Services sold out of EastGroup Properties (EGP) in Q2 2021, closing a stake of 56 shares — an estimated $9K sold.

Sowell Financial Services first reported a position in EGP in Q3 2017 and held it in 8 quarters. The position peaked at $447K in Q3 2017. 318 funds tracked by Wall St. Rank hold EGP as of Q2 2021.

  • Sowell Financial Services reported no remaining EastGroup Properties position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 56 EastGroup Properties shares in Q2 2021, an estimated $9K.
  • Sowell Financial Services first reported a position in EastGroup Properties in Q3 2017 and held it in 8 quarters.
  • Sowell Financial Services's EastGroup Properties position peaked at $447K in Q3 2017.
  • 318 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.