SGI
EGP icon

Summit Global Investments’s EastGroup Properties EGP Stock Holding History

Summit Global Investments’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
-1,147
Closed -$211K – 527
2023
Q4 		$211K Buy
+1,147
New +$196K 0.01% 488
2019
Q1 		– Sell
-6,600
Closed -$605K – 286
2018
Q4 		$605K Buy
+6,600
New +$636K 0.09% 211

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Summit Global Investments's EGP Position: Q1 2024 in Review

Summit Global Investments sold out of EastGroup Properties (EGP) in Q1 2024, closing a stake of 1,147 shares — an estimated $211K sold.

Summit Global Investments first reported a position in EGP in Q4 2018 and held it in 2 quarters. The position peaked at $605K in Q4 2018. 425 funds tracked by Wall St. Rank hold EGP as of Q1 2024.

  • Summit Global Investments reported no remaining EastGroup Properties position as of Q1 2024 after selling out during the quarter.
  • Summit Global Investments sold 1,147 EastGroup Properties shares in Q1 2024, an estimated $211K.
  • Summit Global Investments first reported a position in EastGroup Properties in Q4 2018 and held it in 2 quarters.
  • Summit Global Investments's EastGroup Properties position peaked at $605K in Q4 2018.
  • 425 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2024.

Based on Summit Global Investments's 13F filing for Q1 2024, filed 29 Apr 2024.