Lido Advisors
EGP icon

Lido Advisors’s EastGroup Properties EGP Stock Holding History

Lido 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
2023
Q1 		– Sell
-2,436
Closed -$361K – 1176
2022
Q4 		$361K Buy
+2,436
New +$367K ﹤0.01% 738
2020
Q1 		– Sell
-3,028
Closed -$404K – 610
2019
Q4 		$404K Buy
3,028
+117
+4% +$15.4K 0.02% 430
2019
Q3 		$366K Buy
2,911
+33
+1% +$4.03K 0.02% 406
2019
Q2 		$335K Buy
2,878
+143
+5% +$16.2K 0.02% 399
2019
Q1 		$307K Sell
2,735
-10
-0.4% -$1.04K 0.02% 381
2018
Q4 		$253K Buy
2,745
+415
+18% +$40K 0.03% 346
2018
Q3 		$224K Buy
2,330
+200
+9% +$19.2K 0.02% 402
2018
Q2 		$203K Buy
+2,130
New +$192K 0.02% 397

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lido Advisors's EGP Position: Q1 2023 in Review

Lido Advisors sold out of EastGroup Properties (EGP) in Q1 2023, closing a stake of 2,436 shares — an estimated $361K sold.

Lido Advisors first reported a position in EGP in Q2 2018 and held it in 8 quarters. The position peaked at $404K in Q4 2019. 369 funds tracked by Wall St. Rank hold EGP as of Q1 2023.

  • Lido Advisors reported no remaining EastGroup Properties position as of Q1 2023 after selling out during the quarter.
  • Lido Advisors sold 2,436 EastGroup Properties shares in Q1 2023, an estimated $361K.
  • Lido Advisors first reported a position in EastGroup Properties in Q2 2018 and held it in 8 quarters.
  • Lido Advisors's EastGroup Properties position peaked at $404K in Q4 2019.
  • 369 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.