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

Sonora 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
Q3 		$55K Hold
700
– – 0.01% 401
2021
Q2 		$52K Hold
700
– – 0.01% 389
2021
Q1 		$45K Hold
700
– – ﹤0.01% 646
2020
Q4 		$44K Buy
+700
New +$43.2K ﹤0.01% 654

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return

Sonora Investment Management's ELS Position: Q3 2021 in Review

Sonora Investment Management held its Equity Lifestyle Properties (ELS) position steady in Q3 2021 at 700 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #401.

Sonora Investment Management first reported a position in ELS in Q4 2020 and has held it in 4 quarters since. 408 funds tracked by Wall St. Rank hold ELS as of Q3 2021.

  • Sonora Investment Management held 700 shares of Equity Lifestyle Properties worth $55K as of Q3 2021.
  • Sonora Investment Management left its Equity Lifestyle Properties share count unchanged in Q3 2021.
  • Equity Lifestyle Properties made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #401 holding.
  • Sonora Investment Management first reported a position in Equity Lifestyle Properties in Q4 2020 and has held it in 4 quarters since.
  • 408 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.