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Gradient Investments’s Equity Lifestyle Properties ELS Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-56
Closed -$3.65K – 596
2024
Q2 		$3.65K Hold
56
– – ﹤0.01% 902
2024
Q1 		$3.61K Hold
56
– – ﹤0.01% 772
2023
Q4 		$3.95K Hold
56
– – ﹤0.01% 1052
2023
Q3 		$3.57K Hold
56
– – ﹤0.01% 1034
2023
Q2 		$3.75K Buy
+56
New +$3.73K ﹤0.01% 1019

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gradient Investments's ELS Position: Q3 2024 in Review

Gradient Investments sold out of Equity Lifestyle Properties (ELS) in Q3 2024, closing a stake of 56 shares — an estimated $3.65K sold.

Gradient Investments first reported a position in ELS in Q2 2023 and held it in 5 quarters. The position peaked at $3.95K in Q4 2023. 487 funds tracked by Wall St. Rank hold ELS as of Q3 2024.

  • Gradient Investments reported no remaining Equity Lifestyle Properties position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 56 Equity Lifestyle Properties shares in Q3 2024, an estimated $3.65K.
  • Gradient Investments first reported a position in Equity Lifestyle Properties in Q2 2023 and held it in 5 quarters.
  • Gradient Investments's Equity Lifestyle Properties position peaked at $3.95K in Q4 2023.
  • 487 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.