BPM
ELME

Bowling Portfolio Management’s Elme Communities ELME Stock Holding History

Bowling Portfolio Management’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
Q3 		– Sell
-26,922
Closed -$598K – 427
2020
Q2 		$598K Sell
26,922
-5,291
-16% -$118K 0.13% 210
2020
Q1 		$769K Buy
+32,213
New +$914K 0.19% 146
2018
Q1 		– Sell
-37,533
Closed -$1.17M – 366
2017
Q4 		$1.17M Buy
37,533
+6,815
+22% +$221K 0.16% 223
2017
Q3 		$1.01M Buy
+30,718
New +$1M 0.15% 220

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bowling Portfolio Management's ELME Position: Q3 2020 in Review

Bowling Portfolio Management sold out of Elme Communities (ELME) in Q3 2020, closing a stake of 26,922 shares — an estimated $598K sold.

Bowling Portfolio Management first reported a position in ELME in Q3 2017 and held it in 4 quarters. The position peaked at $1.17M in Q4 2017. 199 funds tracked by Wall St. Rank hold ELME as of Q3 2020.

  • Bowling Portfolio Management reported no remaining Elme Communities position as of Q3 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 26,922 Elme Communities shares in Q3 2020, an estimated $598K.
  • Bowling Portfolio Management first reported a position in Elme Communities in Q3 2017 and held it in 4 quarters.
  • Bowling Portfolio Management's Elme Communities position peaked at $1.17M in Q4 2017.
  • 199 funds tracked by Wall St. Rank held Elme Communities as of Q3 2020.

Based on Bowling Portfolio Management's 13F filing for Q3 2020, filed 15 Oct 2020.