Clearstead Advisors’s Elme Communities ELME Stock Holding History

Clearstead 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 Q3	–	Sell	-1,250	Closed	-$27K	–	1273
2022 Q2	$27K	Hold	1,250	–	–	﹤0.01%	734
2022 Q1	$32K	Hold	1,250	–	–	﹤0.01%	764
2021 Q4	$32K	Hold	1,250	–	–	﹤0.01%	728
2021 Q3	$31K	Hold	1,250	–	–	﹤0.01%	694
2021 Q2	$29K	Hold	1,250	–	–	﹤0.01%	641
2021 Q1	$28K	Hold	1,250	–	–	﹤0.01%	618
2020 Q4	$27K	Hold	1,250	–	–	﹤0.01%	585
2020 Q3	$25K	Hold	1,250	–	–	﹤0.01%	561
2020 Q2	$28K	Hold	1,250	–	–	﹤0.01%	492
2020 Q1	$30K	Buy	+1,250	New	+$35.5K	﹤0.01%	460

Other funds holding ELME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Clearstead Advisors's ELME Position: Q3 2022 in Review

Clearstead Advisors sold out of Elme Communities (ELME) in Q3 2022, closing a stake of 1,250 shares — an estimated $27K sold.

Clearstead Advisors first reported a position in ELME in Q1 2020 and held it in 10 quarters. The position peaked at $32K in Q1 2022. 201 funds tracked by Wall St. Rank hold ELME as of Q3 2022.

Clearstead Advisors reported no remaining Elme Communities position as of Q3 2022 after selling out during the quarter.
Clearstead Advisors sold 1,250 Elme Communities shares in Q3 2022, an estimated $27K.
Clearstead Advisors first reported a position in Elme Communities in Q1 2020 and held it in 10 quarters.
Clearstead Advisors's Elme Communities position peaked at $32K in Q1 2022.
201 funds tracked by Wall St. Rank held Elme Communities as of Q3 2022.

Based on Clearstead Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.