Sutton Wealth Advisors’s EastGroup Properties EGP Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-8	Closed	-$1.18K	–	1026
2022 Q4	$1.18K	Hold	8	–	–	﹤0.01%	1284
2022 Q3	$1.16K	Buy	8 +7	+700%	+$1.14K	﹤0.01%	1257
2022 Q2	$154	Sell	1 -6	-86%	-$1.05K	﹤0.01%	1593
2022 Q1	$1.42K	Buy	7 +3	+75%	+$594	﹤0.01%	1254
2021 Q4	$911	Buy	+4	New	+$803	﹤0.01%	1349
2019 Q2	–	Sell	-287	Closed	-$32K	–	1183
2019 Q1	$32K	Hold	287	–	–	0.02%	420
2018 Q4	$26.3K	Hold	287	–	–	0.02%	433
2018 Q3	$27.4K	Hold	287	–	–	0.02%	476
2018 Q2	$27.4K	Hold	287	–	–	0.02%	467
2018 Q1	$23.7K	Hold	287	–	–	0.02%	504
2017 Q4	$25.4K	Hold	287	–	–	0.02%	466
2017 Q3	$25.3K	Hold	287	–	–	0.02%	467
2017 Q2	$24.1K	Hold	287	–	–	0.02%	465
2017 Q1	$21.1K	Hold	287	–	–	0.02%	499
2016 Q4	$21.2K	Hold	287	–	–	0.02%	474
2016 Q3	$21.1K	Hold	287	–	–	0.02%	448
2016 Q2	$19.8K	Buy	287 +196	+215%	+$12.4K	0.02%	450
2016 Q1	$5.49K	Buy	+91	New	+$4.95K	0.01%	724

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Sutton Wealth Advisors's EGP Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of EastGroup Properties (EGP) in Q1 2023, closing a stake of 8 shares — an estimated $1.18K sold.

Sutton Wealth Advisors first reported a position in EGP in Q1 2016 and held it in 18 quarters. The position peaked at $32K in Q1 2019. 369 funds tracked by Wall St. Rank hold EGP as of Q1 2023.

Sutton Wealth Advisors reported no remaining EastGroup Properties position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 8 EastGroup Properties shares in Q1 2023, an estimated $1.18K.
Sutton Wealth Advisors first reported a position in EastGroup Properties in Q1 2016 and held it in 18 quarters.
Sutton Wealth Advisors's EastGroup Properties position peaked at $32K in Q1 2019.
369 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.