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McGlone Suttner Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-1,091
Closed -$76.9K – 349
2023
Q4 		$76.9K Buy
+1,091
New +$74.3K 0.02% 236

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
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
Norges Bank Oslo, Norway $935B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McGlone Suttner Wealth Management's ELS Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Equity Lifestyle Properties (ELS) in Q1 2024, closing a stake of 1,091 shares — an estimated $76.9K sold.

McGlone Suttner Wealth Management first reported a position in ELS in Q4 2023 and held it in 1 quarter. The position peaked at $76.9K in Q4 2023. 458 funds tracked by Wall St. Rank hold ELS as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Equity Lifestyle Properties position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1,091 Equity Lifestyle Properties shares in Q1 2024, an estimated $76.9K.
  • McGlone Suttner Wealth Management first reported a position in Equity Lifestyle Properties in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Equity Lifestyle Properties position peaked at $76.9K in Q4 2023.
  • 458 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.