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Capital Performance Advisors’s Elme Communities ELME Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-157
Closed -$2.76K – 919
2024
Q3 		$2.76K Buy
+157
New +$2.67K ﹤0.01% 1398

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCM
HGI Capital Management New York $36.4M AUM 4.49% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Performance Advisors's ELME Position: Q4 2024 in Review

Capital Performance Advisors sold out of Elme Communities (ELME) in Q4 2024, closing a stake of 157 shares — an estimated $2.76K sold.

Capital Performance Advisors first reported a position in ELME in Q3 2024 and held it in 1 quarter. The position peaked at $2.76K in Q3 2024. 235 funds tracked by Wall St. Rank hold ELME as of Q4 2024.

  • Capital Performance Advisors reported no remaining Elme Communities position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 157 Elme Communities shares in Q4 2024, an estimated $2.76K.
  • Capital Performance Advisors first reported a position in Elme Communities in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Elme Communities position peaked at $2.76K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Elme Communities as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.