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Glassman Wealth Services’s Elbit Systems ESLT Stock Holding History

Glassman Wealth Services’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-125
Closed -$21.3K – 1938
2023
Q1 		$21.3K Buy
125
+49
+64% +$8.35K ﹤0.01% 623
2022
Q4 		$12.5K Sell
76
-5
-6% -$938 ﹤0.01% 773
2022
Q3 		$15K Buy
81
+3
+4% +$648 ﹤0.01% 688
2022
Q2 		$18K Sell
78
-1
-1% -$209 ﹤0.01% 657
2022
Q1 		$17K Hold
79
– – ﹤0.01% 693
2021
Q4 		$14K Buy
79
+36
+84% +$5.58K ﹤0.01% 698
2021
Q3 		$6K Buy
43
+3
+8% +$414 ﹤0.01% 904
2021
Q2 		$5K Buy
40
+1
+3% +$136 ﹤0.01% 906
2021
Q1 		$6K Buy
39
+17
+77% +$2.33K ﹤0.01% 816
2020
Q4 		$3K Sell
22
-3
-12% -$361 ﹤0.01% 969
2020
Q3 		$3K Buy
25
+7
+39% +$924 ﹤0.01% 893
2020
Q2 		$2K Buy
+18
New +$2.43K ﹤0.01% 847

Other funds holding ESLT

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glassman Wealth Services's ESLT Position: Q2 2023 in Review

Glassman Wealth Services sold out of Elbit Systems (ESLT) in Q2 2023, closing a stake of 125 shares — an estimated $21.3K sold.

Glassman Wealth Services first reported a position in ESLT in Q2 2020 and held it in 12 quarters. The position peaked at $21.3K in Q1 2023. 159 funds tracked by Wall St. Rank hold ESLT as of Q2 2023.

  • Glassman Wealth Services reported no remaining Elbit Systems position as of Q2 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 125 Elbit Systems shares in Q2 2023, an estimated $21.3K.
  • Glassman Wealth Services first reported a position in Elbit Systems in Q2 2020 and held it in 12 quarters.
  • Glassman Wealth Services's Elbit Systems position peaked at $21.3K in Q1 2023.
  • 159 funds tracked by Wall St. Rank held Elbit Systems as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.