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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

American Investment Services's ELS Position: Q1 2021 in Review

American Investment Services sold out of Equity Lifestyle Properties (ELS) in Q1 2021, closing a stake of 3,552 shares — an estimated $225K sold.

American Investment Services first reported a position in ELS in Q3 2018 and held it in 9 quarters. The position peaked at $250K in Q4 2019. 416 funds tracked by Wall St. Rank hold ELS as of Q1 2021.

American Investment Services reported no remaining Equity Lifestyle Properties position as of Q1 2021 after selling out during the quarter.
American Investment Services sold 3,552 Equity Lifestyle Properties shares in Q1 2021, an estimated $225K.
American Investment Services first reported a position in Equity Lifestyle Properties in Q3 2018 and held it in 9 quarters.
American Investment Services's Equity Lifestyle Properties position peaked at $250K in Q4 2019.
416 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2021.

Based on American Investment Services's 13F filing for Q1 2021, filed 10 May 2021.