Colonial Trust Advisors’s EastGroup Properties EGP Stock Holding History

Colonial Trust 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
2024 Q4	–	Sell	-78	Closed	-$14.5K	–	713
2024 Q3	$14.5K	Buy	78 +1	+1%	+$184	﹤0.01%	485
2024 Q2	$13.2K	Hold	77	–	–	﹤0.01%	487
2024 Q1	$13.8K	Buy	77 +1	+1%	+$180	﹤0.01%	537
2023 Q4	$14K	Hold	76	–	–	﹤0.01%	462
2023 Q3	$12.6K	Buy	76 +1	+1%	+$177	﹤0.01%	482
2023 Q2	$13K	Hold	75	–	–	﹤0.01%	484
2023 Q1	$12.3K	Buy	75 +1	+1%	+$163	﹤0.01%	484
2022 Q4	$11K	Buy	+74	New	+$11.2K	﹤0.01%	499

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Colonial Trust Advisors's EGP Position: Q4 2024 in Review

Colonial Trust Advisors sold out of EastGroup Properties (EGP) in Q4 2024, closing a stake of 78 shares — an estimated $14.5K sold.

Colonial Trust Advisors first reported a position in EGP in Q4 2022 and held it in 8 quarters. The position peaked at $14.5K in Q3 2024. 449 funds tracked by Wall St. Rank hold EGP as of Q4 2024.

Colonial Trust Advisors reported no remaining EastGroup Properties position as of Q4 2024 after selling out during the quarter.
Colonial Trust Advisors sold 78 EastGroup Properties shares in Q4 2024, an estimated $14.5K.
Colonial Trust Advisors first reported a position in EastGroup Properties in Q4 2022 and held it in 8 quarters.
Colonial Trust Advisors's EastGroup Properties position peaked at $14.5K in Q3 2024.
449 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.