Concourse Financial Group Securities’s Elme Communities ELME Stock Holding History

Concourse Financial Group Securities’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	-700	Closed	-$15.3K	–	2177
2020 Q2	$16K	Hold	700	–	–	﹤0.01%	1363
2020 Q1	$17K	Hold	700	–	–	﹤0.01%	1294
2019 Q4	$21K	Buy	+700	New	+$20.8K	﹤0.01%	1231
2019 Q3	–	Sell	-700	Closed	-$18.9K	–	1855
2019 Q2	$19K	Hold	700	–	–	﹤0.01%	1264
2019 Q1	$19K	Hold	700	–	–	﹤0.01%	1288
2018 Q4	$16K	Buy	+700	New	+$19.3K	﹤0.01%	1244

Other funds holding ELME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Concourse Financial Group Securities's ELME Position: Q3 2020 in Review

Concourse Financial Group Securities sold out of Elme Communities (ELME) in Q3 2020, closing a stake of 700 shares — an estimated $15.3K sold.

Concourse Financial Group Securities first reported a position in ELME in Q4 2018 and held it in 6 quarters. The position peaked at $21K in Q4 2019. 199 funds tracked by Wall St. Rank hold ELME as of Q3 2020.

Concourse Financial Group Securities reported no remaining Elme Communities position as of Q3 2020 after selling out during the quarter.
Concourse Financial Group Securities sold 700 Elme Communities shares in Q3 2020, an estimated $15.3K.
Concourse Financial Group Securities first reported a position in Elme Communities in Q4 2018 and held it in 6 quarters.
Concourse Financial Group Securities's Elme Communities position peaked at $21K in Q4 2019.
199 funds tracked by Wall St. Rank held Elme Communities as of Q3 2020.

Based on Concourse Financial Group Securities's 13F filing for Q3 2020, filed 13 Nov 2020.