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Freedom Investment Management’s EastGroup Properties EGP Stock Holding History

Freedom Investment 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
2023
Q4 		– Sell
-1,267
Closed -$211K – 757
2023
Q3 		$211K Sell
1,267
-2
-0.2% -$354 0.03% 611
2023
Q2 		$220K Buy
+1,269
New +$212K 0.02% 634
2022
Q2 		– Sell
-1,101
Closed -$224K – 761
2022
Q1 		$224K Sell
1,101
-1,085
-50% -$215K 0.02% 697
2021
Q4 		$498K Buy
2,186
+110
+5% +$22.1K 0.04% 521
2021
Q3 		$346K Buy
2,076
+180
+9% +$31.3K 0.03% 599
2021
Q2 		$312K Buy
1,896
+96
+5% +$15.2K 0.02% 675
2021
Q1 		$258K Sell
1,800
-495
-22% -$69.3K 0.02% 705
2020
Q4 		$317K Buy
2,295
+469
+26% +$64.8K 0.03% 457
2020
Q3 		$236K Buy
+1,826
New +$236K 0.03% 468
2018
Q2 		– Sell
-5,244
Closed -$434K – 995
2018
Q1 		$434K Buy
5,244
+766
+17% +$63.8K 0.02% 693
2017
Q4 		$396K Buy
4,478
+950
+27% +$86.4K 0.02% 740
2017
Q3 		$311K Buy
3,528
+640
+22% +$55.3K 0.02% 834
2017
Q2 		$242K Buy
+2,888
New +$233K 0.01% 899

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Freedom Investment Management's EGP Position: Q4 2023 in Review

Freedom Investment Management sold out of EastGroup Properties (EGP) in Q4 2023, closing a stake of 1,267 shares — an estimated $211K sold.

Freedom Investment Management first reported a position in EGP in Q2 2017 and held it in 13 quarters. The position peaked at $498K in Q4 2021. 422 funds tracked by Wall St. Rank hold EGP as of Q4 2023.

  • Freedom Investment Management reported no remaining EastGroup Properties position as of Q4 2023 after selling out during the quarter.
  • Freedom Investment Management sold 1,267 EastGroup Properties shares in Q4 2023, an estimated $211K.
  • Freedom Investment Management first reported a position in EastGroup Properties in Q2 2017 and held it in 13 quarters.
  • Freedom Investment Management's EastGroup Properties position peaked at $498K in Q4 2021.
  • 422 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2023.

Based on Freedom Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.