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Sterling Investment Advisors (Pennsylvania)’s Equity Lifestyle Properties ELS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-54
Closed -$3K – 545
2021
Q1 		$3K Buy
+54
New +$3.36K ﹤0.01% 472

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ELS Position: Q2 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Equity Lifestyle Properties (ELS) in Q2 2021, closing a stake of 54 shares — an estimated $3K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ELS in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 410 funds tracked by Wall St. Rank hold ELS as of Q2 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Equity Lifestyle Properties position as of Q2 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 54 Equity Lifestyle Properties shares in Q2 2021, an estimated $3K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Equity Lifestyle Properties in Q1 2021 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Equity Lifestyle Properties position peaked at $3K in Q1 2021.
  • 410 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2021, filed 29 Jul 2021.