LM Advisors’s Equity Lifestyle Properties ELS Stock Holding History

LM 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
2024 Q1	–	Sell	-24	Closed	-$1.68K	–	355
2023 Q4	$1.68K	Buy	+24	New	+$1.63K	﹤0.01%	672

Other funds holding ELS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CTC

Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LM Advisors's ELS Position: Q1 2024 in Review

LM Advisors sold out of Equity Lifestyle Properties (ELS) in Q1 2024, closing a stake of 24 shares — an estimated $1.68K sold.

LM Advisors first reported a position in ELS in Q4 2023 and held it in 1 quarter. The position peaked at $1.68K in Q4 2023. 458 funds tracked by Wall St. Rank hold ELS as of Q1 2024.

LM Advisors reported no remaining Equity Lifestyle Properties position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 24 Equity Lifestyle Properties shares in Q1 2024, an estimated $1.68K.
LM Advisors first reported a position in Equity Lifestyle Properties in Q4 2023 and held it in 1 quarter.
LM Advisors's Equity Lifestyle Properties position peaked at $1.68K in Q4 2023.
458 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.