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Loring Wolcott & Coolidge Fiduciary Advisors’s EastGroup Properties EGP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q1 		– Sell
-94
Closed -$16.7K – 572
2023
Q4 		$16.7K Hold
94
– – ﹤0.01% 470
2023
Q3 		$15.9K Hold
94
– – ﹤0.01% 499
2023
Q2 		$16.3K Hold
94
– – ﹤0.01% 518
2023
Q1 		$15.5K Buy
+94
New +$15.3K ﹤0.01% 489

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EGP Position: Q1 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of EastGroup Properties (EGP) in Q1 2024, closing a stake of 94 shares — an estimated $16.7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EGP in Q1 2023 and held it in 4 quarters. The position peaked at $16.7K in Q4 2023. 425 funds tracked by Wall St. Rank hold EGP as of Q1 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining EastGroup Properties position as of Q1 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 94 EastGroup Properties shares in Q1 2024, an estimated $16.7K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EastGroup Properties in Q1 2023 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's EastGroup Properties position peaked at $16.7K in Q4 2023.
  • 425 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.