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Capital Performance Advisors’s EastGroup Properties EGP Stock Holding History

Capital Performance 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
Q4 		– Sell
-12
Closed -$2.24K – 911
2024
Q3 		$2.24K Buy
+12
New +$2.21K ﹤0.01% 1509

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Performance Advisors's EGP Position: Q4 2024 in Review

Capital Performance Advisors sold out of EastGroup Properties (EGP) in Q4 2024, closing a stake of 12 shares — an estimated $2.24K sold.

Capital Performance Advisors first reported a position in EGP in Q3 2024 and held it in 1 quarter. The position peaked at $2.24K in Q3 2024. 449 funds tracked by Wall St. Rank hold EGP as of Q4 2024.

  • Capital Performance Advisors reported no remaining EastGroup Properties position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 12 EastGroup Properties shares in Q4 2024, an estimated $2.24K.
  • Capital Performance Advisors first reported a position in EastGroup Properties in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's EastGroup Properties position peaked at $2.24K in Q3 2024.
  • 449 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.