Berman Capital Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Berman Capital Advisors’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 Q3	$12K	Sell	158 -11	-7%	-$901	﹤0.01%	1121
2021 Q2	$12K	Buy	169 +19	+13%	+$1.34K	﹤0.01%	1079
2021 Q1	$9K	Sell	150 -8	-5%	-$498	﹤0.01%	1053
2020 Q4	$10K	Buy	158 +8	+5%	+$493	﹤0.01%	916
2020 Q3	$9K	Buy	150 +32	+27%	+$2.07K	﹤0.01%	823
2020 Q2	$7K	Buy	118 +53	+82%	+$3.25K	﹤0.01%	873
2020 Q1	$3K	Sell	65 -14	-18%	-$955	﹤0.01%	1022
2019 Q4	$5K	Buy	79 +15	+23%	+$1.04K	﹤0.01%	970
2019 Q3	$4K	Hold	64	–	–	﹤0.01%	995
2019 Q2	$3K	Hold	64	–	–	﹤0.01%	1080
2019 Q1	$3K	Buy	+64	New	+$3.42K	﹤0.01%	994

Other funds holding ELS

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

CTC

Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

Berman Capital Advisors's ELS Position: Q3 2021 in Review

Berman Capital Advisors reduced its Equity Lifestyle Properties (ELS) stake by 6.5% in Q3 2021, selling an estimated $901 and leaving 158 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Berman Capital Advisors first reported a position in ELS in Q1 2019 and has held it in 11 quarters since. 408 funds tracked by Wall St. Rank hold ELS as of Q3 2021.

Berman Capital Advisors held 158 shares of Equity Lifestyle Properties worth $12K as of Q3 2021.
Berman Capital Advisors sold 11 Equity Lifestyle Properties shares in Q3 2021, an estimated $901.
Equity Lifestyle Properties made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1121 holding.
Berman Capital Advisors first reported a position in Equity Lifestyle Properties in Q1 2019 and has held it in 11 quarters since.
408 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.