LGWM
ELS icon

Litman Gregory Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

Litman Gregory Wealth Management’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
-69,814
Closed -$4.92M – 83
2022
Q2 		$4.92M Buy
+69,814
New +$5.21M 0.72% 26

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
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

Litman Gregory Wealth Management's ELS Position: Q3 2022 in Review

Litman Gregory Wealth Management sold out of Equity Lifestyle Properties (ELS) in Q3 2022, closing a stake of 69,814 shares — an estimated $4.92M sold.

Litman Gregory Wealth Management first reported a position in ELS in Q2 2022 and held it in 1 quarter. The position peaked at $4.92M in Q2 2022. 417 funds tracked by Wall St. Rank hold ELS as of Q3 2022.

  • Litman Gregory Wealth Management reported no remaining Equity Lifestyle Properties position as of Q3 2022 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 69,814 Equity Lifestyle Properties shares in Q3 2022, an estimated $4.92M.
  • Litman Gregory Wealth Management first reported a position in Equity Lifestyle Properties in Q2 2022 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Equity Lifestyle Properties position peaked at $4.92M in Q2 2022.
  • 417 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2022.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2022, filed 13 Oct 2022.