TCWP’s Equity Lifestyle Properties ELS Stock Holding History

TCWP’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
2022 Q2	–	Sell	-228	Closed	-$17K	–	704
2022 Q1	$17K	Buy	+228	New	+$17.6K	﹤0.01%	734

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 $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCWP's ELS Position: Q2 2022 in Review

TCWP sold out of Equity Lifestyle Properties (ELS) in Q2 2022, closing a stake of 228 shares — an estimated $17K sold.

TCWP first reported a position in ELS in Q1 2022 and held it in 1 quarter. The position peaked at $17K in Q1 2022. 430 funds tracked by Wall St. Rank hold ELS as of Q2 2022.

TCWP reported no remaining Equity Lifestyle Properties position as of Q2 2022 after selling out during the quarter.
TCWP sold 228 Equity Lifestyle Properties shares in Q2 2022, an estimated $17K.
TCWP first reported a position in Equity Lifestyle Properties in Q1 2022 and held it in 1 quarter.
TCWP's Equity Lifestyle Properties position peaked at $17K in Q1 2022.
430 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.