Evoke Wealth’s Equity Lifestyle Properties ELS Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-199	Closed	-$13K	–	606
2022 Q3	$13K	Sell	199 -1	-0.5%	-$72	﹤0.01%	706
2022 Q2	$14K	Hold	200	–	–	﹤0.01%	714
2022 Q1	$15K	Hold	200	–	–	﹤0.01%	702
2021 Q4	$18K	Hold	200	–	–	﹤0.01%	694
2021 Q3	$15K	Buy	+200	New	+$16.4K	﹤0.01%	680
2020 Q1	–	Sell	-780	Closed	-$55.1K	–	1199
2019 Q4	$55.1K	Hold	780	–	–	0.01%	392
2019 Q3	$52.3K	Buy	+780	New	+$50.8K	0.01%	454

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Norges Bank Oslo, Norway $1T AUM

Evoke Wealth's ELS Position: Q4 2022 in Review

Evoke Wealth sold out of Equity Lifestyle Properties (ELS) in Q4 2022, closing a stake of 199 shares — an estimated $13K sold.

Evoke Wealth first reported a position in ELS in Q3 2019 and held it in 7 quarters. The position peaked at $55.1K in Q4 2019. 408 funds tracked by Wall St. Rank hold ELS as of Q4 2022.

Evoke Wealth reported no remaining Equity Lifestyle Properties position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 199 Equity Lifestyle Properties shares in Q4 2022, an estimated $13K.
Evoke Wealth first reported a position in Equity Lifestyle Properties in Q3 2019 and held it in 7 quarters.
Evoke Wealth's Equity Lifestyle Properties position peaked at $55.1K in Q4 2019.
408 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.