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CSat Investment Advisory’s Equity Lifestyle Properties ELS Stock Holding History

CSat Investment Advisory’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
2020
Q2 		– Sell
-475
Closed -$27K – 1122
2020
Q1 		$27K Buy
475
+72
+18% +$4.91K 0.01% 673
2019
Q4 		$28K Buy
403
+49
+14% +$3.41K 0.01% 703
2019
Q3 		$24K Buy
354
+64
+22% +$4.17K 0.01% 671
2019
Q2 		$18K Buy
+290
New +$17.2K 0.01% 710

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CSat Investment Advisory's ELS Position: Q2 2020 in Review

CSat Investment Advisory sold out of Equity Lifestyle Properties (ELS) in Q2 2020, closing a stake of 475 shares — an estimated $27K sold.

CSat Investment Advisory first reported a position in ELS in Q2 2019 and held it in 4 quarters. The position peaked at $28K in Q4 2019. 404 funds tracked by Wall St. Rank hold ELS as of Q2 2020.

  • CSat Investment Advisory reported no remaining Equity Lifestyle Properties position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 475 Equity Lifestyle Properties shares in Q2 2020, an estimated $27K.
  • CSat Investment Advisory first reported a position in Equity Lifestyle Properties in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's Equity Lifestyle Properties position peaked at $28K in Q4 2019.
  • 404 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.