Taylor Hoffman Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

Taylor Hoffman Wealth 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
2020 Q3	–	Sell	-394	Closed	-$25K	–	190
2020 Q2	$25K	Buy	+394	New	+$24.2K	0.02%	246
2020 Q1	–	Sell	-394	Closed	-$28K	–	194
2019 Q4	$28K	Hold	394	–	–	0.02%	254
2019 Q3	$26K	Hold	394	–	–	0.02%	253
2019 Q2	$24K	Hold	394	–	–	0.02%	237
2019 Q1	$23K	Hold	394	–	–	0.02%	244
2018 Q4	$19K	Buy	+394	New	+$19.1K	0.02%	240

Other funds holding ELS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CTC

Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return

Taylor Hoffman Wealth Management's ELS Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Equity Lifestyle Properties (ELS) in Q3 2020, closing a stake of 394 shares — an estimated $25K sold.

Taylor Hoffman Wealth Management first reported a position in ELS in Q4 2018 and held it in 6 quarters. The position peaked at $28K in Q4 2019. 418 funds tracked by Wall St. Rank hold ELS as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Equity Lifestyle Properties position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 394 Equity Lifestyle Properties shares in Q3 2020, an estimated $25K.
Taylor Hoffman Wealth Management first reported a position in Equity Lifestyle Properties in Q4 2018 and held it in 6 quarters.
Taylor Hoffman Wealth Management's Equity Lifestyle Properties position peaked at $28K in Q4 2019.
418 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.