Grey Fox Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Grey Fox Wealth Advisors’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
2023 Q2	–	Sell	-23	Closed	-$1.55K	–	224
2023 Q1	$1.55K	Buy	+23	New	+$1.56K	﹤0.01%	432

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

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

CTC

Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Norges Bank Oslo, Norway $1T AUM

Grey Fox Wealth Advisors's ELS Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Equity Lifestyle Properties (ELS) in Q2 2023, closing a stake of 23 shares — an estimated $1.55K sold.

Grey Fox Wealth Advisors first reported a position in ELS in Q1 2023 and held it in 1 quarter. The position peaked at $1.55K in Q1 2023. 417 funds tracked by Wall St. Rank hold ELS as of Q2 2023.

Grey Fox Wealth Advisors reported no remaining Equity Lifestyle Properties position as of Q2 2023 after selling out during the quarter.
Grey Fox Wealth Advisors sold 23 Equity Lifestyle Properties shares in Q2 2023, an estimated $1.55K.
Grey Fox Wealth Advisors first reported a position in Equity Lifestyle Properties in Q1 2023 and held it in 1 quarter.
Grey Fox Wealth Advisors's Equity Lifestyle Properties position peaked at $1.55K in Q1 2023.
417 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.