Bartlett & Co’s Elbit Systems ESLT Stock Holding History

Bartlett & Co’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
2023 Q4	$214K	Hold	1,000	–	–	﹤0.01%	463
2023 Q3	$198K	Hold	1,000	–	–	﹤0.01%	446
2023 Q2	$209K	Hold	1,000	–	–	﹤0.01%	448
2023 Q1	$170K	Hold	1,000	–	–	﹤0.01%	398
2022 Q4	$165K	Hold	1,000	–	–	﹤0.01%	409
2022 Q3	$190K	Hold	1,000	–	–	﹤0.01%	381
2022 Q2	$230K	Hold	1,000	–	–	﹤0.01%	354
2022 Q1	$220K	Buy	+1,000	New	+$189K	﹤0.01%	374
2021 Q4	–	Sell	-1,000	Closed	-$145K	–	540
2021 Q3	$145K	Hold	1,000	–	–	﹤0.01%	361
2021 Q2	$130K	Hold	1,000	–	–	﹤0.01%	376
2021 Q1	$143K	Hold	1,000	–	–	﹤0.01%	358
2020 Q4	$131K	Hold	1,000	–	–	﹤0.01%	371
2020 Q3	$120K	Hold	1,000	–	–	﹤0.01%	363
2020 Q2	$137K	Hold	1,000	–	–	﹤0.01%	350
2020 Q1	$128K	Buy	+1,000	New	+$146K	﹤0.01%	339
2019 Q3	$217K	Buy	1,320 +320	+32%	+$50.4K	0.01%	319
2019 Q2	$150K	Hold	1,000	–	–	0.01%	283
2019 Q1	$129K	Hold	1,000	–	–	﹤0.01%	287
2018 Q4	$114K	Hold	1,000	–	–	﹤0.01%	295
2018 Q3	$126K	Hold	1,000	–	–	﹤0.01%	308
2018 Q2	$119K	Hold	1,000	–	–	﹤0.01%	309
2018 Q1	$122K	Hold	1,000	–	–	0.01%	300
2017 Q4	$133K	Hold	1,000	–	–	0.01%	295
2017 Q3	$147K	Hold	1,000	–	–	0.01%	281
2017 Q2	$124K	Hold	1,000	–	–	0.01%	299
2017 Q1	$114K	Buy	+1,000	New	+$113K	0.01%	310

Other funds holding ESLT

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

Bartlett & Co's ESLT Position: Q4 2023 in Review

Bartlett & Co held its Elbit Systems (ESLT) position steady in Q4 2023 at 1,000 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Bartlett & Co first reported a position in ESLT in Q1 2017 and has held it in 26 quarters since. The position peaked at $230K in Q2 2022. 170 funds tracked by Wall St. Rank hold ESLT as of Q4 2023.

Bartlett & Co held 1,000 shares of Elbit Systems worth $214K as of Q4 2023.
Bartlett & Co left its Elbit Systems share count unchanged in Q4 2023.
Elbit Systems made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #463 holding.
Bartlett & Co first reported a position in Elbit Systems in Q1 2017 and has held it in 26 quarters since.
Bartlett & Co's Elbit Systems position peaked at $230K in Q2 2022.
170 funds tracked by Wall St. Rank held Elbit Systems as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.