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ShoreHaven Wealth Partners’s Equity Lifestyle Properties ELS Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-16
Closed -$1K – 117
2021
Q1 		$1K Hold
16
– – ﹤0.01% 270
2020
Q4 		$1K Buy
+16
New +$987 ﹤0.01% 243

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State Street
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Aristotle Capital Management
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

ShoreHaven Wealth Partners's ELS Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Equity Lifestyle Properties (ELS) in Q2 2021, closing a stake of 16 shares — an estimated $1K sold.

ShoreHaven Wealth Partners first reported a position in ELS in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 410 funds tracked by Wall St. Rank hold ELS as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Equity Lifestyle Properties position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 16 Equity Lifestyle Properties shares in Q2 2021, an estimated $1K.
  • ShoreHaven Wealth Partners first reported a position in Equity Lifestyle Properties in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Equity Lifestyle Properties position peaked at $1K in Q1 2021.
  • 410 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.