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Carolinas Wealth Consulting’s EastGroup Properties EGP Stock Holding History

Carolinas Wealth Consulting’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
2024
Q1 		– Sell
-3
Closed -$468 – 1074
2023
Q4 		$468 Hold
3
– – ﹤0.01% 930
2023
Q3 		$414 Buy
+3
New +$532 ﹤0.01% 953
2022
Q1 		– Sell
-17
Closed -$4K – 933
2021
Q4 		$4K Hold
17
– – ﹤0.01% 728
2021
Q3 		$3K Hold
17
– – ﹤0.01% 737
2021
Q2 		$3K Buy
17
+3
+21% +$475 ﹤0.01% 758
2021
Q1 		$2K Buy
+14
New +$1.96K ﹤0.01% 807
2020
Q4 		– Sell
-13
Closed -$2K – 904
2020
Q3 		$2K Buy
+13
New +$1.68K ﹤0.01% 690

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Carolinas Wealth Consulting's EGP Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of EastGroup Properties (EGP) in Q1 2024, closing a stake of 3 shares — an estimated $468 sold.

Carolinas Wealth Consulting first reported a position in EGP in Q3 2020 and held it in 7 quarters. The position peaked at $4K in Q4 2021. 425 funds tracked by Wall St. Rank hold EGP as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining EastGroup Properties position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3 EastGroup Properties shares in Q1 2024, an estimated $468.
  • Carolinas Wealth Consulting first reported a position in EastGroup Properties in Q3 2020 and held it in 7 quarters.
  • Carolinas Wealth Consulting's EastGroup Properties position peaked at $4K in Q4 2021.
  • 425 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.