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Piershale Financial Group’s Equity Lifestyle Properties ELS Stock Holding History

Piershale Financial Group’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
2023
Q2 		$13.5K Hold
202
– – 0.01% 98
2023
Q1 		$13.6K Hold
202
– – 0.01% 93
2022
Q4 		$13K Buy
+202
New +$12.8K 0.01% 92

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Piershale Financial Group's ELS Position: Q2 2023 in Review

Piershale Financial Group held its Equity Lifestyle Properties (ELS) position steady in Q2 2023 at 202 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #98.

Piershale Financial Group first reported a position in ELS in Q4 2022 and has held it in 3 quarters since. The position peaked at $13.6K in Q1 2023. 418 funds tracked by Wall St. Rank hold ELS as of Q2 2023.

  • Piershale Financial Group held 202 shares of Equity Lifestyle Properties worth $13.5K as of Q2 2023.
  • Piershale Financial Group left its Equity Lifestyle Properties share count unchanged in Q2 2023.
  • Equity Lifestyle Properties made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #98 holding.
  • Piershale Financial Group first reported a position in Equity Lifestyle Properties in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Equity Lifestyle Properties position peaked at $13.6K in Q1 2023.
  • 418 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.