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Marks Group Wealth Management’s Elbit Systems ESLT Stock Holding History

Marks Group Wealth Management’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-22,899
Closed -$3M – 258
2020
Q4 		$3M Buy
22,899
+276
+1% +$33.2K 0.47% 94
2020
Q3 		$2.72M Buy
+22,623
New +$2.99M 0.49% 88

Other funds holding ESLT

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marks Group Wealth Management's ESLT Position: Q1 2021 in Review

Marks Group Wealth Management sold out of Elbit Systems (ESLT) in Q1 2021, closing a stake of 22,899 shares — an estimated $3M sold.

Marks Group Wealth Management first reported a position in ESLT in Q3 2020 and held it in 2 quarters. The position peaked at $3M in Q4 2020. 123 funds tracked by Wall St. Rank hold ESLT as of Q1 2021.

  • Marks Group Wealth Management reported no remaining Elbit Systems position as of Q1 2021 after selling out during the quarter.
  • Marks Group Wealth Management sold 22,899 Elbit Systems shares in Q1 2021, an estimated $3M.
  • Marks Group Wealth Management first reported a position in Elbit Systems in Q3 2020 and held it in 2 quarters.
  • Marks Group Wealth Management's Elbit Systems position peaked at $3M in Q4 2020.
  • 123 funds tracked by Wall St. Rank held Elbit Systems as of Q1 2021.

Based on Marks Group Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.