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American Investment Services’s Equity Lifestyle Properties ELS Stock Holding History

American Investment Services’s Portfolio ELS Stock Details ELS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,552
Closed -$225K – 128
2020
Q4 		$225K Hold
3,552
– – 0.07% 130
2020
Q3 		$218K Hold
3,552
– – 0.07% 129
2020
Q2 		$222K Hold
3,552
– – 0.08% 127
2020
Q1 		$204K Hold
3,552
– – 0.08% 131
2019
Q4 		$250K Hold
3,552
– – 0.08% 130
2019
Q3 		$237K Sell
3,552
-280
-7% -$18.2K 0.07% 129
2019
Q2 		$232K Hold
3,832
– – 0.07% 127
2019
Q1 		$219K Buy
+3,832
New +$205K 0.07% 123
2018
Q4 		– Sell
-4,218
Closed -$203K – 118
2018
Q3 		$203K Buy
+4,218
New +$198K 0.07% 115

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return