CIS
ELME

Custom Index Systems’s Elme Communities ELME Stock Holding History

Custom Index Systems’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
-15,390
Closed -$245K – 255
2024
Q2 		$245K Buy
+15,390
New +$234K 0.14% 205

Other funds holding ELME

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $65.2B AUM 39.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Custom Index Systems's ELME Position: Q3 2024 in Review

Custom Index Systems sold out of Elme Communities (ELME) in Q3 2024, closing a stake of 15,390 shares — an estimated $245K sold.

Custom Index Systems first reported a position in ELME in Q2 2024 and held it in 1 quarter. The position peaked at $245K in Q2 2024. 232 funds tracked by Wall St. Rank hold ELME as of Q3 2024.

  • Custom Index Systems reported no remaining Elme Communities position as of Q3 2024 after selling out during the quarter.
  • Custom Index Systems sold 15,390 Elme Communities shares in Q3 2024, an estimated $245K.
  • Custom Index Systems first reported a position in Elme Communities in Q2 2024 and held it in 1 quarter.
  • Custom Index Systems's Elme Communities position peaked at $245K in Q2 2024.
  • 232 funds tracked by Wall St. Rank held Elme Communities as of Q3 2024.

Based on Custom Index Systems's 13F filing for Q3 2024, filed 24 Oct 2024.