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HighMark Wealth Management’s EastGroup Properties EGP Stock Holding History

HighMark Wealth 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
-3
Closed -$2.66K – 585
2023
Q3 		$2.66K Sell
3
-21
-88% -$3.72K ﹤0.01% 427
2023
Q2 		$5.9K Sell
24
-12
-33% -$2K ﹤0.01% 331
2023
Q1 		$5.95K Sell
36
-2
-5% -$325 ﹤0.01% 369
2022
Q4 		$5.63K Buy
38
+13
+52% +$1.96K ﹤0.01% 325
2022
Q3 		$4K Sell
25
-2
-7% -$326 ﹤0.01% 357
2022
Q2 		$4K Buy
27
+2
+8% +$351 ﹤0.01% 371
2022
Q1 		$5K Sell
25
-8
-24% -$1.58K ﹤0.01% 363
2021
Q4 		$8K Hold
33
– – 0.01% 288
2021
Q3 		$5K Sell
33
-6
-15% -$1.04K ﹤0.01% 357
2021
Q2 		$6K Sell
39
-8
-17% -$1.27K ﹤0.01% 328
2021
Q1 		$7K Buy
47
+17
+57% +$2.38K 0.01% 292
2020
Q4 		$4K Buy
30
+4
+15% +$553 ﹤0.01% 351
2020
Q3 		$3K Hold
26
– – ﹤0.01% 363
2020
Q2 		$3K Buy
+26
New +$2.87K ﹤0.01% 356

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

HighMark Wealth Management's EGP Position: Q4 2023 in Review

HighMark Wealth Management sold out of EastGroup Properties (EGP) in Q4 2023, closing a stake of 3 shares — an estimated $2.66K sold.

HighMark Wealth Management first reported a position in EGP in Q2 2020 and held it in 14 quarters. The position peaked at $8K in Q4 2021. 422 funds tracked by Wall St. Rank hold EGP as of Q4 2023.

  • HighMark Wealth Management reported no remaining EastGroup Properties position as of Q4 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 3 EastGroup Properties shares in Q4 2023, an estimated $2.66K.
  • HighMark Wealth Management first reported a position in EastGroup Properties in Q2 2020 and held it in 14 quarters.
  • HighMark Wealth Management's EastGroup Properties position peaked at $8K in Q4 2021.
  • 422 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2023.

Based on HighMark Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.