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Valeo Financial Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-3
Closed – – 887
2021
Q1 		$0 Hold
3
– – ﹤0.01% 2072
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1720
2020
Q3 		$0 Sell
3
-15
-83% -$971 ﹤0.01% 1749
2020
Q2 		$1K Buy
18
+15
+500% +$921 ﹤0.01% 1868
2020
Q1 		$0 Buy
+3
New +$205 ﹤0.01% 1824
2018
Q4 		– Sell
-10
Closed -$484 – 1557
2018
Q3 		$0 Hold
10
– – ﹤0.01% 1804
2018
Q2 		$0 Hold
10
– – ﹤0.01% 1653
2018
Q1 		$0 Hold
10
– – ﹤0.01% 1566
2017
Q4 		$0 Buy
+10
New +$445 ﹤0.01% 1411

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return