Mackenzie Financial
EGP icon

Mackenzie Financial’s EastGroup Properties EGP Stock Holding History

Mackenzie Financial’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
-34,578
Closed -$6.35M – 1551
2023
Q4 		$6.35M Buy
34,578
+2,152
+7% +$367K 0.01% 513
2023
Q3 		$5.22M Buy
+32,426
New +$5.75M 0.01% 535
2022
Q2 		– Sell
-2,832
Closed -$576K – 1489
2022
Q1 		$576K Buy
2,832
+496
+21% +$98.1K ﹤0.01% 967
2021
Q4 		$532K Sell
2,336
-16
-0.7% -$3.21K ﹤0.01% 992
2021
Q3 		$392K Buy
2,352
+921
+64% +$160K ﹤0.01% 1040
2021
Q2 		$235K Sell
1,431
-4,648
-76% -$736K ﹤0.01% 1123
2021
Q1 		$871K Sell
6,079
-102
-2% -$14.3K ﹤0.01% 835
2020
Q4 		$853K Buy
+6,181
New +$855K ﹤0.01% 738
2019
Q2 		– Sell
-27,928
Closed -$3.12M – 1134
2019
Q1 		$3.12M Buy
27,928
+9,871
+55% +$1.02M 0.01% 663
2018
Q4 		$1.66M Buy
+18,057
New +$1.74M ﹤0.01% 732
2017
Q3 		– Sell
-6,000
Closed -$503K – 638
2017
Q2 		$503K Hold
6,000
– – ﹤0.01% 519
2017
Q1 		$441K Buy
+6,000
New +$437K ﹤0.01% 538

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 $95.5B AUM 28.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mackenzie Financial's EGP Position: Q1 2024 in Review

Mackenzie Financial sold out of EastGroup Properties (EGP) in Q1 2024, closing a stake of 34,578 shares — an estimated $6.35M sold.

Mackenzie Financial first reported a position in EGP in Q1 2017 and held it in 12 quarters. The position peaked at $6.35M in Q4 2023. 425 funds tracked by Wall St. Rank hold EGP as of Q1 2024.

  • Mackenzie Financial reported no remaining EastGroup Properties position as of Q1 2024 after selling out during the quarter.
  • Mackenzie Financial sold 34,578 EastGroup Properties shares in Q1 2024, an estimated $6.35M.
  • Mackenzie Financial first reported a position in EastGroup Properties in Q1 2017 and held it in 12 quarters.
  • Mackenzie Financial's EastGroup Properties position peaked at $6.35M in Q4 2023.
  • 425 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2024.

Based on Mackenzie Financial's 13F filing for Q1 2024, filed 10 May 2024.