Avion Wealth’s EastGroup Properties EGP Stock Holding History

Avion Wealth’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 Q4	–	Sell	-3	Closed	–	–	1141
2023 Q3	$0	Buy	+3	New	+$532	﹤0.01%	902

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avion Wealth's EGP Position: Q4 2023 in Review

Avion Wealth sold out of EastGroup Properties (EGP) in Q4 2023, closing a stake of 3 shares.

Avion Wealth first reported a position in EGP in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 422 funds tracked by Wall St. Rank hold EGP as of Q4 2023.

Avion Wealth reported no remaining EastGroup Properties position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 3 EastGroup Properties shares in Q4 2023.
Avion Wealth first reported a position in EastGroup Properties in Q3 2023 and held it in 1 quarter.
Avion Wealth's EastGroup Properties position peaked at $0 in Q3 2023.
422 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.