Clean Yield Group’s Equity Lifestyle Properties ELS Stock Holding History

Clean Yield Group’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
2023 Q3	–	Sell	-72	Closed	-$4.82K	–	391
2023 Q2	$4.82K	Hold	72	–	–	﹤0.01%	356
2023 Q1	$4.83K	Hold	72	–	–	﹤0.01%	362
2022 Q4	$4.65K	Hold	72	–	–	﹤0.01%	377
2022 Q3	$5K	Buy	+72	New	+$5.17K	﹤0.01%	360

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

CTC

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

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

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

Norges Bank Oslo, Norway $1T AUM

Clean Yield Group's ELS Position: Q3 2023 in Review

Clean Yield Group sold out of Equity Lifestyle Properties (ELS) in Q3 2023, closing a stake of 72 shares — an estimated $4.82K sold.

Clean Yield Group first reported a position in ELS in Q3 2022 and held it in 4 quarters. The position peaked at $5K in Q3 2022. 429 funds tracked by Wall St. Rank hold ELS as of Q3 2023.

Clean Yield Group reported no remaining Equity Lifestyle Properties position as of Q3 2023 after selling out during the quarter.
Clean Yield Group sold 72 Equity Lifestyle Properties shares in Q3 2023, an estimated $4.82K.
Clean Yield Group first reported a position in Equity Lifestyle Properties in Q3 2022 and held it in 4 quarters.
Clean Yield Group's Equity Lifestyle Properties position peaked at $5K in Q3 2022.
429 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2023.

Based on Clean Yield Group's 13F filing for Q3 2023, filed 12 Oct 2023.