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DSA
Davis Selected Advisers’s
Equity Lifestyle Properties
ELS
Stock Holding History
Davis Selected Advisers’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
Q1
–
Sell
-86,120
Closed
-$6.06M
–
129
2019
Q4
$6.06M
Sell
86,120
-43,960
-34%
-$3.06M
0.03%
106
2019
Q3
$8.69M
Buy
130,080
+4,720
+4%
+$307K
0.04%
100
2019
Q2
$7.61M
Buy
125,360
+340
+0.3%
+$20.1K
0.04%
100
2019
Q1
$7.14M
Buy
125,020
+3,320
+3%
+$178K
0.04%
104
2018
Q4
$5.91M
Buy
121,700
+64,374
+112%
+$3.11M
0.03%
106
2018
Q3
$2.77M
Buy
+57,326
New
+$2.69M
0.01%
119
2014
Q3
–
Sell
-541,222
Closed
-$11.9M
–
189
2014
Q2
$11.9M
Buy
541,222
+72
+0%
+$1.54K
0.04%
117
2014
Q1
$11M
Buy
541,150
+31,050
+6%
+$609K
0.03%
115
2013
Q4
$9.24M
Buy
+510,100
New
+$9.23M
0.02%
130
Other funds holding ELS
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
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
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
CTC
Chai Trust Company
Chicago, Illinois
$1.18B AUM
19.62%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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