CYG
ELME

Clean Yield Group’s Elme Communities ELME Stock Holding History

Clean Yield 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
2024
Q3 		– Sell
-1,450
Closed -$23.1K – 480
2024
Q2 		$23.1K Hold
1,450
– – 0.01% 277
2024
Q1 		$20.2K Sell
1,450
-2,435
-63% -$34K 0.01% 288
2023
Q4 		$56.7K Sell
3,885
-75
-2% -$1.02K 0.02% 223
2023
Q3 		$56.6K Sell
3,960
-1,680
-30% -$26K 0.03% 213
2023
Q2 		$92.7K Sell
5,640
-3,535
-39% -$58.4K 0.04% 184
2023
Q1 		$164K Sell
9,175
-5,480
-37% -$100K 0.07% 136
2022
Q4 		$261K Sell
14,655
-136,488
-90% -$2.52M 0.11% 109
2022
Q3 		$2.65M Sell
151,143
-92,017
-38% -$1.88M 1.25% 26
2022
Q2 		$5.18M Sell
243,160
-108
-0% -$2.57K 2.16% 12
2022
Q1 		$6.2M Buy
243,268
+32,710
+16% +$806K 2.22% 10
2021
Q4 		$5.44M Buy
210,558
+4,100
+2% +$105K 1.81% 16
2021
Q3 		$5.11M Buy
206,458
+43,778
+27% +$1.08M 1.81% 15
2021
Q2 		$3.74M Buy
+162,680
New +$3.83M 1.39% 24

Other funds holding ELME

BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $59.7B AUM 29.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return