Summit Securities Group’s EastGroup Properties EGP Stock Holding History

Summit Securities 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
2024 Q4	–	Sell	-1	Closed	–	–	704
2024 Q3	$0	Buy	+1	New	+$184	﹤0.01%	660

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Summit Securities Group's EGP Position: Q4 2024 in Review

Summit Securities Group sold out of EastGroup Properties (EGP) in Q4 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in EGP in Q3 2024 and held it in 1 quarter. The position peaked at $0 in Q3 2024. 449 funds tracked by Wall St. Rank hold EGP as of Q4 2024.

Summit Securities Group reported no remaining EastGroup Properties position as of Q4 2024 after selling out during the quarter.
Summit Securities Group sold 1 EastGroup Properties share in Q4 2024.
Summit Securities Group first reported a position in EastGroup Properties in Q3 2024 and held it in 1 quarter.
Summit Securities Group's EastGroup Properties position peaked at $0 in Q3 2024.
449 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.