Better Money Decisions’s Equity Lifestyle Properties ELS Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-382	Closed	-$27K	–	166
2022 Q2	$27K	Buy	+382	New	+$28.5K	0.02%	188
2021 Q4	–	Sell	-382	Closed	-$30K	–	218
2021 Q3	$30K	Hold	382	–	–	0.02%	213
2021 Q2	$28K	Hold	382	–	–	0.03%	217
2021 Q1	$24K	Buy	+382	New	+$23.8K	0.02%	200

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

CTC

Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return

Better Money Decisions's ELS Position: Q3 2022 in Review

Better Money Decisions sold out of Equity Lifestyle Properties (ELS) in Q3 2022, closing a stake of 382 shares — an estimated $27K sold.

Better Money Decisions first reported a position in ELS in Q1 2021 and held it in 4 quarters. The position peaked at $30K in Q3 2021. 417 funds tracked by Wall St. Rank hold ELS as of Q3 2022.

Better Money Decisions reported no remaining Equity Lifestyle Properties position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 382 Equity Lifestyle Properties shares in Q3 2022, an estimated $27K.
Better Money Decisions first reported a position in Equity Lifestyle Properties in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Equity Lifestyle Properties position peaked at $30K in Q3 2021.
417 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.