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Sound Financial Strategies Group’s Equity Lifestyle Properties ELS Stock Holding History

Sound Financial Strategies 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
2021
Q2 		– Sell
-9,449
Closed -$601K – 97
2021
Q1 		$601K Sell
9,449
-252
-3% -$15.7K 0.31% 45
2020
Q4 		$615K Buy
+9,701
New +$598K 0.34% 46

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 $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
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

Sound Financial Strategies Group's ELS Position: Q2 2021 in Review

Sound Financial Strategies Group sold out of Equity Lifestyle Properties (ELS) in Q2 2021, closing a stake of 9,449 shares — an estimated $601K sold.

Sound Financial Strategies Group first reported a position in ELS in Q4 2020 and held it in 2 quarters. The position peaked at $615K in Q4 2020. 410 funds tracked by Wall St. Rank hold ELS as of Q2 2021.

  • Sound Financial Strategies Group reported no remaining Equity Lifestyle Properties position as of Q2 2021 after selling out during the quarter.
  • Sound Financial Strategies Group sold 9,449 Equity Lifestyle Properties shares in Q2 2021, an estimated $601K.
  • Sound Financial Strategies Group first reported a position in Equity Lifestyle Properties in Q4 2020 and held it in 2 quarters.
  • Sound Financial Strategies Group's Equity Lifestyle Properties position peaked at $615K in Q4 2020.
  • 410 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2021.

Based on Sound Financial Strategies Group's 13F filing for Q2 2021, filed 30 Jul 2021.