TVWM
ESLT icon

Tower View Wealth Management’s Elbit Systems ESLT Stock Holding History

Tower View Wealth Management’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,770
Closed -$755K – 197
2020
Q4 		$755K Sell
5,770
-10,143
-64% -$1.22M 0.43% 60
2020
Q3 		$1.91M Sell
15,913
-50
-0.3% -$6.6K 1.25% 37
2020
Q2 		$2.19M Buy
15,963
+1,448
+10% +$196K 1.6% 30
2020
Q1 		$1.85M Buy
14,515
+739
+5% +$108K 1.67% 28
2019
Q4 		$2.14M Buy
13,776
+95
+0.7% +$15.5K 1.62% 29
2019
Q3 		$2.25M Buy
13,681
+105
+0.8% +$16.5K 1.86% 24
2019
Q2 		$2.03M Buy
13,576
+160
+1% +$22.9K 1.73% 27
2019
Q1 		$1.73M Buy
13,416
+515
+4% +$65.6K 1.54% 32
2018
Q4 		$1.47M Buy
12,901
+5
+0% +$607 1.52% 30
2018
Q3 		$1.62M Buy
12,896
+55
+0.4% +$6.79K 1.42% 32
2018
Q2 		$1.52M Buy
12,841
+1,860
+17% +$221K 1.44% 35
2018
Q1 		$1.33M Buy
10,981
+215
+2% +$29.8K 1.33% 37
2017
Q4 		$1.44M Buy
+10,766
New +$1.54M 1.32% 36

Other funds holding ESLT

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tower View Wealth Management's ESLT Position: Q1 2021 in Review

Tower View Wealth Management sold out of Elbit Systems (ESLT) in Q1 2021, closing a stake of 5,770 shares — an estimated $755K sold.

Tower View Wealth Management first reported a position in ESLT in Q4 2017 and held it in 13 quarters. The position peaked at $2.25M in Q3 2019. 123 funds tracked by Wall St. Rank hold ESLT as of Q1 2021.

  • Tower View Wealth Management reported no remaining Elbit Systems position as of Q1 2021 after selling out during the quarter.
  • Tower View Wealth Management sold 5,770 Elbit Systems shares in Q1 2021, an estimated $755K.
  • Tower View Wealth Management first reported a position in Elbit Systems in Q4 2017 and held it in 13 quarters.
  • Tower View Wealth Management's Elbit Systems position peaked at $2.25M in Q3 2019.
  • 123 funds tracked by Wall St. Rank held Elbit Systems as of Q1 2021.

Based on Tower View Wealth Management's 13F filing for Q1 2021, filed 23 Apr 2021.