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Milestone Investment Advisors’s EastGroup Properties EGP Stock Holding History

Milestone Investment 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
Q4 		– Sell
-11
Closed -$1.83K – 220
2023
Q3 		$1.83K Buy
+11
New +$1.95K ﹤0.01% 386
2023
Q2 		– Sell
-11
Closed -$1.82K – 214
2023
Q1 		$1.82K Buy
+11
New +$1.79K ﹤0.01% 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
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

Milestone Investment Advisors's EGP Position: Q4 2023 in Review

Milestone Investment Advisors sold out of EastGroup Properties (EGP) in Q4 2023, closing a stake of 11 shares — an estimated $1.83K sold.

Milestone Investment Advisors first reported a position in EGP in Q1 2023 and held it in 2 quarters. The position peaked at $1.83K in Q3 2023. 422 funds tracked by Wall St. Rank hold EGP as of Q4 2023.

  • Milestone Investment Advisors reported no remaining EastGroup Properties position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 11 EastGroup Properties shares in Q4 2023, an estimated $1.83K.
  • Milestone Investment Advisors first reported a position in EastGroup Properties in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's EastGroup Properties position peaked at $1.83K in Q3 2023.
  • 422 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.