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Willow Creek Wealth Management’s EastGroup Properties EGP Stock Holding History

Willow Creek Wealth 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
2022
Q1 		– Sell
-911
Closed -$208K – 120
2021
Q4 		$208K Buy
+911
New +$183K 0.04% 119

Other funds holding EGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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 $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Willow Creek Wealth Management's EGP Position: Q1 2022 in Review

Willow Creek Wealth Management sold out of EastGroup Properties (EGP) in Q1 2022, closing a stake of 911 shares — an estimated $208K sold.

Willow Creek Wealth Management first reported a position in EGP in Q4 2021 and held it in 1 quarter. The position peaked at $208K in Q4 2021. 358 funds tracked by Wall St. Rank hold EGP as of Q1 2022.

  • Willow Creek Wealth Management reported no remaining EastGroup Properties position as of Q1 2022 after selling out during the quarter.
  • Willow Creek Wealth Management sold 911 EastGroup Properties shares in Q1 2022, an estimated $208K.
  • Willow Creek Wealth Management first reported a position in EastGroup Properties in Q4 2021 and held it in 1 quarter.
  • Willow Creek Wealth Management's EastGroup Properties position peaked at $208K in Q4 2021.
  • 358 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2022.

Based on Willow Creek Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.