Next Financial Group’s EastGroup Properties EGP Stock Holding History

Next Financial Group’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
2021 Q4	$40K	Buy	174 +52	+43%	+$10.4K	﹤0.01%	1567
2021 Q3	$20K	Buy	122 +115	+1,643%	+$20K	﹤0.01%	1795
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	2505
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	2395
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	2260
2020 Q3	$1K	Buy	+7	New	+$904	﹤0.01%	2097
2019 Q2	–	Sell	-365	Closed	-$41K	–	2319
2019 Q1	$41K	Buy	+365	New	+$37.9K	0.01%	782

Other funds holding EGP

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

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

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

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

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

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's EGP Position: Q4 2021 in Review

Next Financial Group increased its EastGroup Properties (EGP) stake by 43% in Q4 2021, buying an estimated $10.4K and bringing the position to 174 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Next Financial Group first reported a position in EGP in Q1 2019 and has held it in 7 quarters since. The position peaked at $41K in Q1 2019. 374 funds tracked by Wall St. Rank hold EGP as of Q4 2021.

Next Financial Group held 174 shares of EastGroup Properties worth $40K as of Q4 2021.
Next Financial Group bought 52 EastGroup Properties shares in Q4 2021, an estimated $10.4K.
EastGroup Properties made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1567 holding.
Next Financial Group first reported a position in EastGroup Properties in Q1 2019 and has held it in 7 quarters since.
Next Financial Group's EastGroup Properties position peaked at $41K in Q1 2019.
374 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.