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Perpetual Investment Management’s Equity Lifestyle Properties ELS Stock Holding History

Perpetual Investment 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
2021
Q1 		– Sell
-86,965
Closed -$5.45M – 226
2020
Q4 		$5.45M Buy
+86,965
New +$5.36M 0.81% 54

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Perpetual Investment Management's ELS Position: Q1 2021 in Review

Perpetual Investment Management sold out of Equity Lifestyle Properties (ELS) in Q1 2021, closing a stake of 86,965 shares — an estimated $5.45M sold.

Perpetual Investment Management first reported a position in ELS in Q4 2020 and held it in 1 quarter. The position peaked at $5.45M in Q4 2020. 415 funds tracked by Wall St. Rank hold ELS as of Q1 2021.

  • Perpetual Investment Management reported no remaining Equity Lifestyle Properties position as of Q1 2021 after selling out during the quarter.
  • Perpetual Investment Management sold 86,965 Equity Lifestyle Properties shares in Q1 2021, an estimated $5.45M.
  • Perpetual Investment Management first reported a position in Equity Lifestyle Properties in Q4 2020 and held it in 1 quarter.
  • Perpetual Investment Management's Equity Lifestyle Properties position peaked at $5.45M in Q4 2020.
  • 415 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2021.

Based on Perpetual Investment Management's 13F filing for Q1 2021, filed 11 May 2021.