Loomis, Sayles & Company
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Loomis, Sayles & Company’s Equity Lifestyle Properties ELS Stock Holding History

Loomis, Sayles & Company’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
2019
Q4 		– Sell
-584
Closed -$39K – 744
2019
Q3 		$39K Sell
584
-16
-3% -$1.04K ﹤0.01% 674
2019
Q2 		$36K Sell
600
-12
-2% -$711 ﹤0.01% 533
2019
Q1 		$35K Sell
612
-22
-3% -$1.18K ﹤0.01% 559
2018
Q4 		$31K Sell
634
-54
-8% -$2.61K ﹤0.01% 620
2018
Q3 		$33K Hold
688
– – ﹤0.01% 650
2018
Q2 		$32K Hold
688
– – ﹤0.01% 702
2018
Q1 		$30K Buy
+688
New +$29.3K ﹤0.01% 702
2016
Q1 		– Sell
-28,400
Closed -$947K – 1076
2015
Q4 		$947K Hold
28,400
– – ﹤0.01% 585
2015
Q3 		$832K Buy
+28,400
New +$808K ﹤0.01% 567

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Loomis, Sayles & Company's ELS Position: Q4 2019 in Review

Loomis, Sayles & Company sold out of Equity Lifestyle Properties (ELS) in Q4 2019, closing a stake of 584 shares — an estimated $39K sold.

Loomis, Sayles & Company first reported a position in ELS in Q3 2015 and held it in 9 quarters. The position peaked at $947K in Q4 2015. 376 funds tracked by Wall St. Rank hold ELS as of Q4 2019.

  • Loomis, Sayles & Company reported no remaining Equity Lifestyle Properties position as of Q4 2019 after selling out during the quarter.
  • Loomis, Sayles & Company sold 584 Equity Lifestyle Properties shares in Q4 2019, an estimated $39K.
  • Loomis, Sayles & Company first reported a position in Equity Lifestyle Properties in Q3 2015 and held it in 9 quarters.
  • Loomis, Sayles & Company's Equity Lifestyle Properties position peaked at $947K in Q4 2015.
  • 376 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2019.

Based on Loomis, Sayles & Company's 13F filing for Q4 2019, filed 14 Feb 2020.