Creative Planning’s Electromed ELMD Stock Holding History

Creative Planning’s Portfolio ELMD Stock Details ELMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-26,494	Closed	-$276K	–	2381
2020 Q3	$276K	Sell	26,494 -4,710	-15%	-$67.8K	﹤0.01%	1466
2020 Q2	$480K	Buy	+31,204	New	+$432K	﹤0.01%	1055
2020 Q1	–	Sell	-10,114	Closed	-$87K	–	1927
2019 Q4	$87K	Sell	10,114 -3,000	-23%	-$23.7K	﹤0.01%	1764
2019 Q3	$87K	Sell	13,114 -1,886	-13%	-$10.6K	﹤0.01%	1733
2019 Q2	$82K	Hold	15,000	–	–	﹤0.01%	1763
2019 Q1	$77K	Hold	15,000	–	–	﹤0.01%	1739
2018 Q4	$76K	Hold	15,000	–	–	﹤0.01%	1665
2018 Q3	$98K	Sell	15,000 -5,000	-25%	-$26.9K	﹤0.01%	1795
2018 Q2	$108K	Hold	20,000	–	–	﹤0.01%	1758
2018 Q1	$107K	Sell	20,000 -1,000	-5%	-$5.78K	﹤0.01%	1738
2017 Q4	$127K	Sell	21,000 -5,000	-19%	-$32.3K	﹤0.01%	1697
2017 Q3	$190K	Hold	26,000	–	–	﹤0.01%	1617
2017 Q2	$144K	Hold	26,000	–	–	﹤0.01%	1718
2017 Q1	$128K	Hold	26,000	–	–	﹤0.01%	1789
2016 Q4	$101K	Sell	26,000 -8,000	-24%	-$33K	﹤0.01%	1856
2016 Q3	$156K	Buy	34,000 +1,000	+3%	+$4.53K	﹤0.01%	1550
2016 Q2	$127K	Sell	33,000 -300	-0.9%	-$1.3K	﹤0.01%	1522
2016 Q1	$138K	Buy	33,300 +300	+0.9%	+$933	﹤0.01%	1431
2015 Q4	$63K	Hold	33,000	–	–	﹤0.01%	1929
2015 Q3	$59K	Hold	33,000	–	–	﹤0.01%	1923
2015 Q2	$61K	Hold	33,000	–	–	﹤0.01%	1022
2015 Q1	$83K	Sell	33,000 -1,000	-3%	-$2.38K	﹤0.01%	1679
2014 Q4	$91K	Buy	+34,000	New	+$68.4K	﹤0.01%	1598

Other funds holding ELMD

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's ELMD Position: Q4 2020 in Review

Creative Planning sold out of Electromed (ELMD) in Q4 2020, closing a stake of 26,494 shares — an estimated $276K sold.

Creative Planning first reported a position in ELMD in Q4 2014 and held it in 23 quarters. The position peaked at $480K in Q2 2020. 64 funds tracked by Wall St. Rank hold ELMD as of Q4 2020.

Creative Planning reported no remaining Electromed position as of Q4 2020 after selling out during the quarter.
Creative Planning sold 26,494 Electromed shares in Q4 2020, an estimated $276K.
Creative Planning first reported a position in Electromed in Q4 2014 and held it in 23 quarters.
Creative Planning's Electromed position peaked at $480K in Q2 2020.
64 funds tracked by Wall St. Rank held Electromed as of Q4 2020.

Based on Creative Planning's 13F filing for Q4 2020, filed 29 Jan 2021.