Valeo Financial Advisors’s EastGroup Properties EGP Stock Holding History

Valeo 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
2020 Q3	–	Sell	-100	Closed	-$12K	–	1740
2020 Q2	$12K	Buy	100 +10	+11%	+$1.1K	﹤0.01%	1223
2020 Q1	$10K	Buy	90 +11	+14%	+$1.39K	﹤0.01%	1086
2019 Q4	$10K	Hold	79	–	–	﹤0.01%	1102
2019 Q3	$10K	Hold	79	–	–	﹤0.01%	1019
2019 Q2	$9K	Hold	79	–	–	﹤0.01%	1046
2019 Q1	$9K	Hold	79	–	–	﹤0.01%	988
2018 Q4	$7K	Hold	79	–	–	﹤0.01%	968
2018 Q3	$8K	Hold	79	–	–	﹤0.01%	1030
2018 Q2	$8K	Sell	79 -2	-2%	-$180	﹤0.01%	1002
2018 Q1	$7K	Hold	81	–	–	﹤0.01%	1021
2017 Q4	$7K	Hold	81	–	–	﹤0.01%	904
2017 Q3	$7K	Buy	+81	New	+$7K	﹤0.01%	784

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Valeo Financial Advisors's EGP Position: Q3 2020 in Review

Valeo Financial Advisors sold out of EastGroup Properties (EGP) in Q3 2020, closing a stake of 100 shares — an estimated $12K sold.

Valeo Financial Advisors first reported a position in EGP in Q3 2017 and held it in 12 quarters. The position peaked at $12K in Q2 2020. 302 funds tracked by Wall St. Rank hold EGP as of Q3 2020.

Valeo Financial Advisors reported no remaining EastGroup Properties position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 100 EastGroup Properties shares in Q3 2020, an estimated $12K.
Valeo Financial Advisors first reported a position in EastGroup Properties in Q3 2017 and held it in 12 quarters.
Valeo Financial Advisors's EastGroup Properties position peaked at $12K in Q2 2020.
302 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.