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Laurel Wealth Advisors (California)’s Equity Lifestyle Properties ELS Stock Holding History

Laurel Wealth Advisors (California)’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 		$339K Sell
5,249
-487
-8% -$30.9K 0.03% 467
2022
Q3 		$360K Buy
5,736
+1,539
+37% +$111K 0.04% 425
2022
Q2 		$296K Hold
4,197
– – 0.03% 494
2022
Q1 		$321K Hold
4,197
– – 0.03% 562
2021
Q4 		$368K Buy
+4,197
New +$353K 0.03% 555

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Laurel Wealth Advisors (California)'s ELS Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Equity Lifestyle Properties (ELS) stake by 8.5% in Q4 2022, selling an estimated $30.9K and leaving 5,249 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #467.

Laurel Wealth Advisors (California) first reported a position in ELS in Q4 2021 and has held it in 5 quarters since. The position peaked at $368K in Q4 2021. 408 funds tracked by Wall St. Rank hold ELS as of Q4 2022.

  • Laurel Wealth Advisors (California) held 5,249 shares of Equity Lifestyle Properties worth $339K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 487 Equity Lifestyle Properties shares in Q4 2022, an estimated $30.9K.
  • Equity Lifestyle Properties made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #467 holding.
  • Laurel Wealth Advisors (California) first reported a position in Equity Lifestyle Properties in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Equity Lifestyle Properties position peaked at $368K in Q4 2021.
  • 408 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.