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GYL Financial Synergies’s EastGroup Properties EGP Stock Holding History

GYL Financial Synergies’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 		$211K Sell
1,128
-114
-9% -$21K 0.02% 353
2024
Q2 		$211K Sell
1,242
-3
-0.2% -$496 0.02% 357
2024
Q1 		$224K Buy
1,245
+17
+1% +$3.07K 0.02% 345
2023
Q4 		$225K Buy
+1,228
New +$210K 0.02% 335

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GYL Financial Synergies's EGP Position: Q3 2024 in Review

GYL Financial Synergies reduced its EastGroup Properties (EGP) stake by 9.2% in Q3 2024, selling an estimated $21K and leaving 1,128 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #353.

GYL Financial Synergies first reported a position in EGP in Q4 2023 and has held it in 4 quarters since. The position peaked at $225K in Q4 2023. 470 funds tracked by Wall St. Rank hold EGP as of Q3 2024.

  • GYL Financial Synergies held 1,128 shares of EastGroup Properties worth $211K as of Q3 2024.
  • GYL Financial Synergies sold 114 EastGroup Properties shares in Q3 2024, an estimated $21K.
  • EastGroup Properties made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #353 holding.
  • GYL Financial Synergies first reported a position in EastGroup Properties in Q4 2023 and has held it in 4 quarters since.
  • GYL Financial Synergies's EastGroup Properties position peaked at $225K in Q4 2023.
  • 470 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.