CWP
ELME

Concord Wealth Partners’s Elme Communities ELME Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-500
Closed -$6.96K – 867
2024
Q1 		$6.96K Hold
500
– – ﹤0.01% 612
2023
Q4 		$7.3K Hold
500
– – ﹤0.01% 602
2023
Q3 		$6.82K Hold
500
– – ﹤0.01% 677
2023
Q2 		$8.22K Hold
500
– – ﹤0.01% 634
2023
Q1 		$8.93K Sell
500
-650
-57% -$11.9K ﹤0.01% 604
2022
Q4 		$20.5K Buy
+1,150
New +$21.2K 0.01% 524
2022
Q3 		– Sell
-1,692
Closed -$36K – 432
2022
Q2 		$36K Hold
1,692
– – 0.01% 424
2022
Q1 		$43K Buy
1,692
+392
+30% +$9.66K 0.01% 467
2021
Q4 		$34K Hold
1,300
– – 0.01% 523
2021
Q3 		$32K Hold
1,300
– – 0.01% 293
2021
Q2 		$30K Hold
1,300
– – 0.01% 425
2021
Q1 		$29K Sell
1,300
-200
-13% -$4.57K 0.01% 417
2020
Q4 		$32K Buy
+1,500
New +$32.1K 0.02% 258

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
HCM
HGI Capital Management New York $36.4M AUM 4.49% 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
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