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Richard Bernstein Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Richard Bernstein Advisors’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
2020
Q2 		– Sell
-75,805
Closed -$4.36M – 259
2020
Q1 		$4.36M Sell
75,805
-17,601
-19% -$1.2M 0.15% 70
2019
Q4 		$6.57M Hold
93,406
– – 0.21% 59
2019
Q3 		$6.24M Hold
93,406
– – 0.2% 65
2019
Q2 		$5.67M Buy
+93,406
New +$5.53M 0.19% 74

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Richard Bernstein Advisors's ELS Position: Q2 2020 in Review

Richard Bernstein Advisors sold out of Equity Lifestyle Properties (ELS) in Q2 2020, closing a stake of 75,805 shares — an estimated $4.36M sold.

Richard Bernstein Advisors first reported a position in ELS in Q2 2019 and held it in 4 quarters. The position peaked at $6.57M in Q4 2019. 404 funds tracked by Wall St. Rank hold ELS as of Q2 2020.

  • Richard Bernstein Advisors reported no remaining Equity Lifestyle Properties position as of Q2 2020 after selling out during the quarter.
  • Richard Bernstein Advisors sold 75,805 Equity Lifestyle Properties shares in Q2 2020, an estimated $4.36M.
  • Richard Bernstein Advisors first reported a position in Equity Lifestyle Properties in Q2 2019 and held it in 4 quarters.
  • Richard Bernstein Advisors's Equity Lifestyle Properties position peaked at $6.57M in Q4 2019.
  • 404 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2020.

Based on Richard Bernstein Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.