Crown Advisors Management’s Equity Lifestyle Properties ELS Stock Holding History

Crown Advisors Management’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	–	Sell	-35,000	Closed	-$2.6M	–	45
2021 Q2	$2.6M	Hold	35,000	–	–	1.8%	25
2021 Q1	$2.23M	Hold	35,000	–	–	1.74%	27
2020 Q4	$2.22M	Sell	35,000 -15,000	-30%	-$925K	1.59%	33
2020 Q3	$3.06M	Hold	50,000	–	–	1.99%	24
2020 Q2	$3.12M	Hold	50,000	–	–	2.14%	24
2020 Q1	$2.87M	Buy	+50,000	New	+$3.41M	2.27%	27

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 $187B AUM 18.48% 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

Crown Advisors Management's ELS Position: Q3 2021 in Review

Crown Advisors Management sold out of Equity Lifestyle Properties (ELS) in Q3 2021, closing a stake of 35,000 shares — an estimated $2.6M sold.

Crown Advisors Management first reported a position in ELS in Q1 2020 and held it in 6 quarters. The position peaked at $3.12M in Q2 2020. 407 funds tracked by Wall St. Rank hold ELS as of Q3 2021.

Crown Advisors Management reported no remaining Equity Lifestyle Properties position as of Q3 2021 after selling out during the quarter.
Crown Advisors Management sold 35,000 Equity Lifestyle Properties shares in Q3 2021, an estimated $2.6M.
Crown Advisors Management first reported a position in Equity Lifestyle Properties in Q1 2020 and held it in 6 quarters.
Crown Advisors Management's Equity Lifestyle Properties position peaked at $3.12M in Q2 2020.
407 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2021.

Based on Crown Advisors Management's 13F filing for Q3 2021, filed 12 Nov 2021.