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Harbor Investment Advisory’s Equity Lifestyle Properties ELS Stock Holding History

Harbor Investment Advisory’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
Q3 		– Sell
-118
Closed -$8.48K – 1340
2022
Q2 		$8K Buy
+118
New +$8.8K ﹤0.01% 1059

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return

Harbor Investment Advisory's ELS Position: Q3 2022 in Review

Harbor Investment Advisory sold out of Equity Lifestyle Properties (ELS) in Q3 2022, closing a stake of 118 shares — an estimated $8.48K sold.

Harbor Investment Advisory first reported a position in ELS in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 417 funds tracked by Wall St. Rank hold ELS as of Q3 2022.

  • Harbor Investment Advisory reported no remaining Equity Lifestyle Properties position as of Q3 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 118 Equity Lifestyle Properties shares in Q3 2022, an estimated $8.48K.
  • Harbor Investment Advisory first reported a position in Equity Lifestyle Properties in Q2 2022 and held it in 1 quarter.
  • Harbor Investment Advisory's Equity Lifestyle Properties position peaked at $8K in Q2 2022.
  • 417 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2022.

Based on Harbor Investment Advisory's 13F filing for Q3 2022, filed 1 Nov 2022.