True Link Financial Advisors’s Elbit Systems ESLT Stock Holding History

True Link Financial Advisors’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
2023 Q3	–	Sell	-1,825	Closed	-$381K	–	104
2023 Q2	$381K	Hold	1,825	–	–	0.05%	86
2023 Q1	$311K	Hold	1,825	–	–	0.04%	103
2022 Q4	$299K	Sell	1,825 -835	-31%	-$157K	0.04%	105
2022 Q3	$506K	Buy	2,660 +835	+46%	+$180K	0.07%	84
2022 Q2	$419K	Hold	1,825	–	–	0.06%	91
2022 Q1	$402K	Buy	+1,825	New	+$345K	0.06%	93

Other funds holding ESLT

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

True Link Financial Advisors's ESLT Position: Q3 2023 in Review

True Link Financial Advisors sold out of Elbit Systems (ESLT) in Q3 2023, closing a stake of 1,825 shares — an estimated $381K sold.

True Link Financial Advisors first reported a position in ESLT in Q1 2022 and held it in 6 quarters. The position peaked at $506K in Q3 2022. 157 funds tracked by Wall St. Rank hold ESLT as of Q3 2023.

True Link Financial Advisors reported no remaining Elbit Systems position as of Q3 2023 after selling out during the quarter.
True Link Financial Advisors sold 1,825 Elbit Systems shares in Q3 2023, an estimated $381K.
True Link Financial Advisors first reported a position in Elbit Systems in Q1 2022 and held it in 6 quarters.
True Link Financial Advisors's Elbit Systems position peaked at $506K in Q3 2022.
157 funds tracked by Wall St. Rank held Elbit Systems as of Q3 2023.

Based on True Link Financial Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.