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tru Independence’s Equity Lifestyle Properties ELS Stock Holding History

tru Independence’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
-56
Closed -$3K – 890
2020
Q1 		$3K Hold
56
– – ﹤0.01% 583
2019
Q4 		$3K Buy
+56
New +$3.89K ﹤0.01% 747

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

tru Independence's ELS Position: Q2 2020 in Review

tru Independence sold out of Equity Lifestyle Properties (ELS) in Q2 2020, closing a stake of 56 shares — an estimated $3K sold.

tru Independence first reported a position in ELS in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q1 2020. 404 funds tracked by Wall St. Rank hold ELS as of Q2 2020.

  • tru Independence reported no remaining Equity Lifestyle Properties position as of Q2 2020 after selling out during the quarter.
  • tru Independence sold 56 Equity Lifestyle Properties shares in Q2 2020, an estimated $3K.
  • tru Independence first reported a position in Equity Lifestyle Properties in Q4 2019 and held it in 2 quarters.
  • tru Independence's Equity Lifestyle Properties position peaked at $3K in Q1 2020.
  • 404 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2020.

Based on tru Independence's 13F filing for Q2 2020, filed 19 Aug 2020.