CP
EGP icon

Castleview Partners’s EastGroup Properties EGP Stock Holding History

Castleview Partners’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
Q3 		– Sell
-8
Closed -$1.39K – 699
2023
Q2 		$1.39K Buy
8
+3
+60% +$501 ﹤0.01% 610
2023
Q1 		$827 Buy
+5
New +$814 ﹤0.01% 624

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Castleview Partners's EGP Position: Q3 2023 in Review

Castleview Partners sold out of EastGroup Properties (EGP) in Q3 2023, closing a stake of 8 shares — an estimated $1.39K sold.

Castleview Partners first reported a position in EGP in Q1 2023 and held it in 2 quarters. The position peaked at $1.39K in Q2 2023. 386 funds tracked by Wall St. Rank hold EGP as of Q3 2023.

  • Castleview Partners reported no remaining EastGroup Properties position as of Q3 2023 after selling out during the quarter.
  • Castleview Partners sold 8 EastGroup Properties shares in Q3 2023, an estimated $1.39K.
  • Castleview Partners first reported a position in EastGroup Properties in Q1 2023 and held it in 2 quarters.
  • Castleview Partners's EastGroup Properties position peaked at $1.39K in Q2 2023.
  • 386 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.