Karpas Strategies’s EastGroup Properties EGP Stock Holding History

Karpas Strategies’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 Q2	$1.06M	Sell	6,225 -125	-2%	-$20.7K	0.33%	60
2024 Q1	$1.14M	Hold	6,350	–	–	0.35%	58
2023 Q4	$1.17M	Hold	6,350	–	–	0.39%	56
2023 Q3	$1.06M	Hold	6,350	–	–	0.39%	54
2023 Q2	$1.1M	Hold	6,350	–	–	0.37%	55
2023 Q1	$1.05M	Hold	6,350	–	–	0.37%	55
2022 Q4	$940K	Hold	6,350	–	–	0.33%	60
2022 Q3	$917K	Sell	6,350 -100	-2%	-$16.3K	0.35%	54
2022 Q2	$995K	Hold	6,450	–	–	0.35%	56
2022 Q1	$1.31M	Sell	6,450 -250	-4%	-$49.5K	0.41%	52
2021 Q4	$1.53M	Hold	6,700	–	–	0.49%	49
2021 Q3	$1.34M	Sell	6,700 -2,000	-23%	-$347K	0.44%	50
2021 Q2	$1.43M	Hold	8,700	–	–	0.51%	44
2021 Q1	$1.25M	Hold	8,700	–	–	0.47%	44
2020 Q4	$1.2M	Hold	8,700	–	–	0.47%	48
2020 Q3	$1.13M	Hold	8,700	–	–	0.52%	45
2020 Q2	$1.03M	Hold	8,700	–	–	0.5%	47
2020 Q1	$909K	Hold	8,700	–	–	0.49%	47
2019 Q4	$1.15M	Sell	8,700 -1,500	-15%	-$197K	0.43%	50
2019 Q3	$1.27M	Hold	10,200	–	–	0.52%	42
2019 Q2	$1.18M	Hold	10,200	–	–	0.49%	43
2019 Q1	$1.14M	Sell	10,200 -275	-3%	-$28.5K	0.48%	45
2018 Q4	$961K	Hold	10,475	–	–	0.45%	49
2018 Q3	$1M	Hold	10,475	–	–	0.41%	51
2018 Q2	$1M	Sell	10,475 -2,000	-16%	-$180K	0.43%	50
2018 Q1	$1.03M	Hold	12,475	–	–	0.45%	51
2017 Q4	$1.1M	Hold	12,475	–	–	0.47%	49
2017 Q3	$1.1M	Hold	12,475	–	–	0.48%	50
2017 Q2	$1.04M	Hold	12,475	–	–	0.47%	50
2017 Q1	$917K	Hold	12,475	–	–	0.42%	51
2016 Q4	$921K	Sell	12,475 -225	-2%	-$15.6K	0.43%	52
2016 Q3	$934K	Hold	12,700	–	–	0.46%	47
2016 Q2	$875K	Sell	12,700 -550	-4%	-$34.9K	0.44%	50
2016 Q1	$800K	Hold	13,250	–	–	0.42%	54
2015 Q4	$737K	Hold	13,250	–	–	0.39%	56
2015 Q3	$718K	Hold	13,250	–	–	0.4%	55
2015 Q2	$745K	Hold	13,250	–	–	0.37%	54
2015 Q1	$797K	Hold	13,250	–	–	0.39%	55
2014 Q4	$839K	Hold	13,250	–	–	0.4%	55
2014 Q3	$803K	Hold	13,250	–	–	0.4%	55
2014 Q2	$851K	Hold	13,250	–	–	0.43%	58
2014 Q1	$834K	Hold	13,250	–	–	0.44%	54
2013 Q4	$768K	Hold	13,250	–	–	0.42%	53
2013 Q3	$785K	Hold	13,250	–	–	0.46%	50
2013 Q2	$746K	Buy	+13,250	New	+$800K	0.46%	52

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Karpas Strategies's EGP Position: Q2 2024 in Review

Karpas Strategies reduced its EastGroup Properties (EGP) stake by 2% in Q2 2024, selling an estimated $20.7K and leaving 6,225 shares worth $1.06M. The position accounts for 0.33% of the portfolio, ranked #60.

Karpas Strategies first reported a position in EGP in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.53M in Q4 2021. 425 funds tracked by Wall St. Rank hold EGP as of Q2 2024.

Karpas Strategies held 6,225 shares of EastGroup Properties worth $1.06M as of Q2 2024.
Karpas Strategies sold 125 EastGroup Properties shares in Q2 2024, an estimated $20.7K.
EastGroup Properties made up 0.33% of Karpas Strategies's portfolio in Q2 2024, its #60 holding.
Karpas Strategies first reported a position in EastGroup Properties in Q2 2013 and has held it in 45 quarters since.
Karpas Strategies's EastGroup Properties position peaked at $1.53M in Q4 2021.
425 funds tracked by Wall St. Rank held EastGroup Properties as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.