AG
ELME

Aperio Group’s Elme Communities ELME Stock Holding History

Aperio Group’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
2020
Q4 		$1.14M Sell
52,831
-11,881
-18% -$254K ﹤0.01% 1525
2020
Q3 		$1.3M Buy
64,712
+27,068
+72% +$591K ﹤0.01% 1315
2020
Q2 		$836K Sell
37,644
-21,110
-36% -$470K ﹤0.01% 1498
2020
Q1 		$1.4M Buy
58,754
+23,485
+67% +$667K 0.01% 1169
2019
Q4 		$1.03M Buy
35,269
+5,651
+19% +$168K ﹤0.01% 1418
2019
Q3 		$810K Sell
29,618
-958
-3% -$25.9K ﹤0.01% 1505
2019
Q2 		$817K Buy
30,576
+1,780
+6% +$49.3K ﹤0.01% 1501
2019
Q1 		$817K Buy
28,796
+5,677
+25% +$148K ﹤0.01% 1467
2018
Q4 		$532K Buy
23,119
+2,682
+13% +$73.8K ﹤0.01% 1640
2018
Q3 		$626K Buy
20,437
+4,758
+30% +$146K ﹤0.01% 1653
2018
Q2 		$476K Buy
15,679
+1,009
+7% +$28.9K ﹤0.01% 1765
2018
Q1 		$400K Buy
14,670
+2,461
+20% +$67.2K ﹤0.01% 1803
2017
Q4 		$380K Sell
12,209
-1,623
-12% -$52.7K ﹤0.01% 1837
2017
Q3 		$453K Buy
13,832
+1,285
+10% +$41.9K ﹤0.01% 1707
2017
Q2 		$400K Buy
12,547
+2,208
+21% +$71K ﹤0.01% 1752
2017
Q1 		$323K Buy
10,339
+1,685
+19% +$53.8K ﹤0.01% 1786
2016
Q4 		$283K Buy
8,654
+1,109
+15% +$33.8K ﹤0.01% 1823
2016
Q3 		$235K Buy
7,545
+265
+4% +$8.61K ﹤0.01% 1858
2016
Q2 		$229K Buy
7,280
+107
+1% +$3.15K ﹤0.01% 1793
2016
Q1 		$210K Buy
+7,173
New +$189K ﹤0.01% 1848
2015
Q3 		– Sell
-7,987
Closed -$207K – 1956
2015
Q2 		$207K Sell
7,987
-114
-1% -$2.93K ﹤0.01% 1842
2015
Q1 		$224K Buy
8,101
+579
+8% +$16.4K ﹤0.01% 1758
2014
Q4 		$208K Buy
+7,522
New +$204K ﹤0.01% 1719

Other funds holding ELME

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Aperio Group's ELME Position: Q4 2020 in Review

Aperio Group reduced its Elme Communities (ELME) stake by 18% in Q4 2020, selling an estimated $254K and leaving 52,831 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Aperio Group first reported a position in ELME in Q4 2014 and has held it in 23 quarters since. The position peaked at $1.4M in Q1 2020. 203 funds tracked by Wall St. Rank hold ELME as of Q4 2020.

  • Aperio Group held 52,831 shares of Elme Communities worth $1.14M as of Q4 2020.
  • Aperio Group sold 11,881 Elme Communities shares in Q4 2020, an estimated $254K.
  • Elme Communities made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1525 holding.
  • Aperio Group first reported a position in Elme Communities in Q4 2014 and has held it in 23 quarters since.
  • Aperio Group's Elme Communities position peaked at $1.4M in Q1 2020.
  • 203 funds tracked by Wall St. Rank held Elme Communities as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.