Values First Advisors’s EastGroup Properties EGP Stock Holding History

Values First Advisors’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	-1,118	Closed	-$209K	–	244
2024 Q3	$209K	Buy	+1,118	New	+$206K	0.11%	143

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

Values First Advisors's EGP Position: Q4 2024 in Review

Values First Advisors sold out of EastGroup Properties (EGP) in Q4 2024, closing a stake of 1,118 shares — an estimated $209K sold.

Values First Advisors first reported a position in EGP in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 449 funds tracked by Wall St. Rank hold EGP as of Q4 2024.

Values First Advisors reported no remaining EastGroup Properties position as of Q4 2024 after selling out during the quarter.
Values First Advisors sold 1,118 EastGroup Properties shares in Q4 2024, an estimated $209K.
Values First Advisors first reported a position in EastGroup Properties in Q3 2024 and held it in 1 quarter.
Values First Advisors's EastGroup Properties position peaked at $209K in Q3 2024.
449 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.