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Advisor Group’s Elbit Systems ESLT Stock Holding History

Advisor Group’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$343K Sell
2,213
-15
-0.7% -$2.44K ﹤0.01% 1955
2019
Q3 		$367K Sell
2,228
-294
-12% -$46.3K ﹤0.01% 1838
2019
Q2 		$377K Buy
2,522
+53
+2% +$7.59K ﹤0.01% 1817
2019
Q1 		$318K Buy
2,469
+84
+4% +$10.7K ﹤0.01% 1927
2018
Q4 		$272K Buy
2,385
+296
+14% +$35.9K ﹤0.01% 1864
2018
Q3 		$262K Buy
2,089
+654
+46% +$80.8K ﹤0.01% 1952
2018
Q2 		$170K Sell
1,435
-4,794
-77% -$569K ﹤0.01% 2100
2018
Q1 		$758K Buy
6,229
+3,874
+165% +$537K 0.01% 1038
2017
Q4 		$314K Buy
2,355
+55
+2% +$7.87K ﹤0.01% 1658
2017
Q3 		$338K Buy
2,300
+47
+2% +$6.25K 0.01% 1443
2017
Q2 		$279K Buy
2,253
+1,014
+82% +$122K ﹤0.01% 1529
2017
Q1 		$141K Buy
1,239
+299
+32% +$33.8K ﹤0.01% 1913
2016
Q4 		$96K Sell
940
-64
-6% -$6.38K ﹤0.01% 2095
2016
Q3 		$96K Buy
1,004
+109
+12% +$10.6K ﹤0.01% 2032
2016
Q2 		$81K Buy
+895
New +$85.2K ﹤0.01% 2071

Other funds holding ESLT

AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advisor Group's ESLT Position: Q4 2019 in Review

Advisor Group reduced its Elbit Systems (ESLT) stake by 0.67% in Q4 2019, selling an estimated $2.44K and leaving 2,213 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Advisor Group first reported a position in ESLT in Q2 2016 and has held it in 15 quarters since. The position peaked at $758K in Q1 2018. 126 funds tracked by Wall St. Rank hold ESLT as of Q4 2019.

  • Advisor Group held 2,213 shares of Elbit Systems worth $343K as of Q4 2019.
  • Advisor Group sold 15 Elbit Systems shares in Q4 2019, an estimated $2.44K.
  • Elbit Systems made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1955 holding.
  • Advisor Group first reported a position in Elbit Systems in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Elbit Systems position peaked at $758K in Q1 2018.
  • 126 funds tracked by Wall St. Rank held Elbit Systems as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.