Freedom Investment Management’s Equity Lifestyle Properties ELS Stock Holding History

Freedom Investment 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
2022 Q4	–	Sell	-5,549	Closed	-$349K	–	728
2022 Q3	$349K	Sell	5,549 -146	-3%	-$10.5K	0.04%	528
2022 Q2	$401K	Buy	+5,695	New	+$425K	0.04%	519
2016 Q2	–	Sell	-6,194	Closed	-$225K	–	848
2016 Q1	$225K	Sell	6,194 -286	-4%	-$9.8K	0.02%	692
2015 Q4	$216K	Buy	+6,480	New	+$200K	0.02%	669

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 $3.38T AUM 44.17% 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

Freedom Investment Management's ELS Position: Q4 2022 in Review

Freedom Investment Management sold out of Equity Lifestyle Properties (ELS) in Q4 2022, closing a stake of 5,549 shares — an estimated $349K sold.

Freedom Investment Management first reported a position in ELS in Q4 2015 and held it in 4 quarters. The position peaked at $401K in Q2 2022. 408 funds tracked by Wall St. Rank hold ELS as of Q4 2022.

Freedom Investment Management reported no remaining Equity Lifestyle Properties position as of Q4 2022 after selling out during the quarter.
Freedom Investment Management sold 5,549 Equity Lifestyle Properties shares in Q4 2022, an estimated $349K.
Freedom Investment Management first reported a position in Equity Lifestyle Properties in Q4 2015 and held it in 4 quarters.
Freedom Investment Management's Equity Lifestyle Properties position peaked at $401K in Q2 2022.
408 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.