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SYSTM Wealth Solutions’s EastGroup Properties EGP Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-63
Closed -$10.8K – 258
2024
Q2 		$10.8K Sell
63
-271
-81% -$44.8K ﹤0.01% 467
2024
Q1 		$60.1K Buy
334
+65
+24% +$11.7K 0.01% 557
2023
Q4 		$49.4K Buy
+269
New +$45.9K 0.01% 585

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

SYSTM Wealth Solutions's EGP Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of EastGroup Properties (EGP) in Q3 2024, closing a stake of 63 shares — an estimated $10.8K sold.

SYSTM Wealth Solutions first reported a position in EGP in Q4 2023 and held it in 3 quarters. The position peaked at $60.1K in Q1 2024. 470 funds tracked by Wall St. Rank hold EGP as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining EastGroup Properties position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 63 EastGroup Properties shares in Q3 2024, an estimated $10.8K.
  • SYSTM Wealth Solutions first reported a position in EastGroup Properties in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's EastGroup Properties position peaked at $60.1K in Q1 2024.
  • 470 funds tracked by Wall St. Rank held EastGroup Properties as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.