BIA
ELME

Bell Investment Advisors’s Elme Communities ELME Stock Holding History

Bell Investment Advisors’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
2022
Q4 		– Sell
-52
Closed -$1K – 1962
2022
Q3 		$1K Buy
+52
New +$1.06K ﹤0.01% 1389

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bell Investment Advisors's ELME Position: Q4 2022 in Review

Bell Investment Advisors sold out of Elme Communities (ELME) in Q4 2022, closing a stake of 52 shares — an estimated $1K sold.

Bell Investment Advisors first reported a position in ELME in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 187 funds tracked by Wall St. Rank hold ELME as of Q4 2022.

  • Bell Investment Advisors reported no remaining Elme Communities position as of Q4 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 52 Elme Communities shares in Q4 2022, an estimated $1K.
  • Bell Investment Advisors first reported a position in Elme Communities in Q3 2022 and held it in 1 quarter.
  • Bell Investment Advisors's Elme Communities position peaked at $1K in Q3 2022.
  • 187 funds tracked by Wall St. Rank held Elme Communities as of Q4 2022.

Based on Bell Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.