Squar Milner Financial Services’s Equity Lifestyle Properties ELS Stock Holding History

Squar Milner Financial Services’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	-786	Closed	-$45K	–	351
2020 Q1	$45K	Hold	786	–	–	0.03%	365
2019 Q4	$55K	Buy	+786	New	+$54.6K	0.03%	395
2019 Q3	–	Sell	-632	Closed	-$38K	–	353
2019 Q2	$38K	Hold	632	–	–	0.03%	377
2019 Q1	$36K	Hold	632	–	–	0.03%	357
2018 Q4	$31K	Buy	632 +34	+6%	+$1.65K	0.03%	343
2018 Q3	$29K	Buy	+598	New	+$28K	0.03%	369

Other funds holding ELS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Squar Milner Financial Services's ELS Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Equity Lifestyle Properties (ELS) in Q2 2020, closing a stake of 786 shares — an estimated $45K sold.

Squar Milner Financial Services first reported a position in ELS in Q3 2018 and held it in 6 quarters. The position peaked at $55K in Q4 2019. 404 funds tracked by Wall St. Rank hold ELS as of Q2 2020.

Squar Milner Financial Services reported no remaining Equity Lifestyle Properties position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 786 Equity Lifestyle Properties shares in Q2 2020, an estimated $45K.
Squar Milner Financial Services first reported a position in Equity Lifestyle Properties in Q3 2018 and held it in 6 quarters.
Squar Milner Financial Services's Equity Lifestyle Properties position peaked at $55K in Q4 2019.
404 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.