Evermay Wealth Management’s EastGroup Properties EGP Stock Holding History

Evermay Wealth Management’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	-714	Closed	-$133K	–	589
2024 Q3	$133K	Hold	714	–	–	0.02%	238
2024 Q2	$121K	Hold	714	–	–	0.02%	247
2024 Q1	$128K	Hold	714	–	–	0.02%	247
2023 Q4	$131K	Sell	714 -905	-56%	-$154K	0.02%	217
2023 Q3	$270K	Sell	1,619 -9,886	-86%	-$1.75M	0.06%	142
2023 Q2	$2M	Hold	11,505	–	–	0.38%	31
2023 Q1	$1.9M	Buy	11,505 +10,600	+1,171%	+$1.72M	0.38%	33
2022 Q4	$134K	Hold	905	–	–	0.03%	203
2022 Q3	$131K	Hold	905	–	–	0.03%	195
2022 Q2	$140K	Hold	905	–	–	0.03%	189
2022 Q1	$184K	Hold	905	–	–	0.03%	197
2021 Q4	$206K	Hold	905	–	–	0.04%	168
2021 Q3	$151K	Hold	905	–	–	0.03%	185
2021 Q2	$149K	Buy	+905	New	+$143K	0.03%	195

Other funds holding EGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evermay Wealth Management's EGP Position: Q4 2024 in Review

Evermay Wealth Management sold out of EastGroup Properties (EGP) in Q4 2024, closing a stake of 714 shares — an estimated $133K sold.

Evermay Wealth Management first reported a position in EGP in Q2 2021 and held it in 14 quarters. The position peaked at $2M in Q2 2023. 449 funds tracked by Wall St. Rank hold EGP as of Q4 2024.

Evermay Wealth Management reported no remaining EastGroup Properties position as of Q4 2024 after selling out during the quarter.
Evermay Wealth Management sold 714 EastGroup Properties shares in Q4 2024, an estimated $133K.
Evermay Wealth Management first reported a position in EastGroup Properties in Q2 2021 and held it in 14 quarters.
Evermay Wealth Management's EastGroup Properties position peaked at $2M in Q2 2023.
449 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.