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Annis Gardner Whiting Capital Advisors’s EastGroup Properties EGP Stock Holding History

Annis Gardner Whiting Capital 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
Q3 		– Sell
-75
Closed -$12.9K – 804
2024
Q2 		$12.9K Hold
75
– – ﹤0.01% 649
2024
Q1 		$13.6K Buy
+75
New +$13.5K ﹤0.01% 629

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
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

Annis Gardner Whiting Capital Advisors's EGP Position: Q3 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of EastGroup Properties (EGP) in Q3 2024, closing a stake of 75 shares — an estimated $12.9K sold.

Annis Gardner Whiting Capital Advisors first reported a position in EGP in Q1 2024 and held it in 2 quarters. The position peaked at $13.6K in Q1 2024. 470 funds tracked by Wall St. Rank hold EGP as of Q3 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining EastGroup Properties position as of Q3 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 75 EastGroup Properties shares in Q3 2024, an estimated $12.9K.
  • Annis Gardner Whiting Capital Advisors first reported a position in EastGroup Properties in Q1 2024 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's EastGroup Properties position peaked at $13.6K in Q1 2024.
  • 470 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.