Lee Financial’s EastGroup Properties EGP Stock Holding History

Lee Financial’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 Q1	–	Sell	-80	Closed	-$14.7K	–	362
2023 Q4	$14.7K	Hold	80	–	–	﹤0.01%	365
2023 Q3	$13.3K	Hold	80	–	–	﹤0.01%	366
2023 Q2	$13.9K	Hold	80	–	–	﹤0.01%	361
2023 Q1	$13.2K	Hold	80	–	–	﹤0.01%	371
2022 Q4	$11.8K	Buy	80 +25	+45%	+$3.77K	﹤0.01%	431
2022 Q3	$8K	Buy	+55	New	+$8.98K	﹤0.01%	473
2022 Q1	–	Sell	-29	Closed	-$7K	–	814
2021 Q4	$7K	Buy	+29	New	+$5.83K	﹤0.01%	548

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

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

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

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

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

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

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

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

Lee Financial's EGP Position: Q1 2024 in Review

Lee Financial sold out of EastGroup Properties (EGP) in Q1 2024, closing a stake of 80 shares — an estimated $14.7K sold.

Lee Financial first reported a position in EGP in Q4 2021 and held it in 7 quarters. The position peaked at $14.7K in Q4 2023. 425 funds tracked by Wall St. Rank hold EGP as of Q1 2024.

Lee Financial reported no remaining EastGroup Properties position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 80 EastGroup Properties shares in Q1 2024, an estimated $14.7K.
Lee Financial first reported a position in EastGroup Properties in Q4 2021 and held it in 7 quarters.
Lee Financial's EastGroup Properties position peaked at $14.7K in Q4 2023.
425 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.