Berman Capital Advisors’s Elme Communities ELME Stock Holding History

Berman Capital 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
2021 Q3	$2K	Sell	108 -77	-42%	-$1.89K	﹤0.01%	1680
2021 Q2	$4K	Buy	185 +2	+1%	+$47	﹤0.01%	1394
2021 Q1	$4K	Sell	183 -9	-5%	-$205	﹤0.01%	1324
2020 Q4	$4K	Buy	192 +105	+121%	+$2.25K	﹤0.01%	1208
2020 Q3	$1K	Sell	87 -7	-7%	-$153	﹤0.01%	1439
2020 Q2	$2K	Sell	94 -82	-47%	-$1.82K	﹤0.01%	1261
2020 Q1	$4K	Sell	176 -518	-75%	-$14.7K	﹤0.01%	935
2019 Q4	$20K	Buy	694 +1	+0.1%	+$30	0.01%	534
2019 Q3	$18K	Buy	693 +2	+0.3%	+$54	0.01%	533
2019 Q2	$18K	Buy	691 +172	+33%	+$4.76K	0.01%	537
2019 Q1	$14K	Buy	519 +473	+1,028%	+$12.3K	﹤0.01%	549
2018 Q4	$1K	Buy	+46	New	+$1.26K	﹤0.01%	981

Other funds holding ELME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Berman Capital Advisors's ELME Position: Q3 2021 in Review

Berman Capital Advisors reduced its Elme Communities (ELME) stake by 42% in Q3 2021, selling an estimated $1.89K and leaving 108 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Berman Capital Advisors first reported a position in ELME in Q4 2018 and has held it in 12 quarters since. The position peaked at $20K in Q4 2019. 203 funds tracked by Wall St. Rank hold ELME as of Q3 2021.

Berman Capital Advisors held 108 shares of Elme Communities worth $2K as of Q3 2021.
Berman Capital Advisors sold 77 Elme Communities shares in Q3 2021, an estimated $1.89K.
Elme Communities made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1680 holding.
Berman Capital Advisors first reported a position in Elme Communities in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Elme Communities position peaked at $20K in Q4 2019.
203 funds tracked by Wall St. Rank held Elme Communities as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.