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Annapolis Financial Services’s Elme Communities ELME Stock Holding History

Annapolis Financial Services’s Portfolio ELME Stock Details ELME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-314
Closed -$8K – 475
2021
Q3 		$8K Hold
314
– – ﹤0.01% 302
2021
Q2 		$7K Buy
+314
New +$7.39K ﹤0.01% 285

Other funds holding ELME

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Annapolis Financial Services's ELME Position: Q4 2021 in Review

Annapolis Financial Services sold out of Elme Communities (ELME) in Q4 2021, closing a stake of 314 shares — an estimated $8K sold.

Annapolis Financial Services first reported a position in ELME in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q3 2021. 232 funds tracked by Wall St. Rank hold ELME as of Q4 2021.

  • Annapolis Financial Services reported no remaining Elme Communities position as of Q4 2021 after selling out during the quarter.
  • Annapolis Financial Services sold 314 Elme Communities shares in Q4 2021, an estimated $8K.
  • Annapolis Financial Services first reported a position in Elme Communities in Q2 2021 and held it in 2 quarters.
  • Annapolis Financial Services's Elme Communities position peaked at $8K in Q3 2021.
  • 232 funds tracked by Wall St. Rank held Elme Communities as of Q4 2021.

Based on Annapolis Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.