TSWM
ELS icon

Tyler-Stone Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

Tyler-Stone 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
2022
Q4 		$4K Hold
60
– – ﹤0.01% 681
2022
Q3 		$4K Hold
60
– – ﹤0.01% 665
2022
Q2 		$4K Hold
60
– – ﹤0.01% 687
2022
Q1 		$5K Hold
60
– – ﹤0.01% 666
2021
Q4 		$5K Buy
+60
New +$5.05K ﹤0.01% 696

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tyler-Stone Wealth Management's ELS Position: Q4 2022 in Review

Tyler-Stone Wealth Management held its Equity Lifestyle Properties (ELS) position steady in Q4 2022 at 60 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Tyler-Stone Wealth Management first reported a position in ELS in Q4 2021 and has held it in 5 quarters since. The position peaked at $5K in Q1 2022. 408 funds tracked by Wall St. Rank hold ELS as of Q4 2022.

  • Tyler-Stone Wealth Management held 60 shares of Equity Lifestyle Properties worth $4K as of Q4 2022.
  • Tyler-Stone Wealth Management left its Equity Lifestyle Properties share count unchanged in Q4 2022.
  • Equity Lifestyle Properties made up ﹤0.01% of Tyler-Stone Wealth Management's portfolio in Q4 2022, its #681 holding.
  • Tyler-Stone Wealth Management first reported a position in Equity Lifestyle Properties in Q4 2021 and has held it in 5 quarters since.
  • Tyler-Stone Wealth Management's Equity Lifestyle Properties position peaked at $5K in Q1 2022.
  • 408 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.