Elm Advisors’s Tapestry TPR Stock Holding History

Elm Advisors’s Portfolio TPR Stock Details TPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-200	Closed	-$6K	–	237
2020 Q4	$6K	Buy	+200	New	+$5.06K	﹤0.01%	253
2018 Q4	–	Sell	-200	Closed	-$10K	–	247
2018 Q3	$10K	Buy	+200	New	+$9.79K	0.01%	261

Other funds holding TPR

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Elm Advisors's TPR Position: Q1 2021 in Review

Elm Advisors sold out of Tapestry (TPR) in Q1 2021, closing a stake of 200 shares — an estimated $6K sold.

Elm Advisors first reported a position in TPR in Q3 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 545 funds tracked by Wall St. Rank hold TPR as of Q1 2021.

Elm Advisors reported no remaining Tapestry position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 200 Tapestry shares in Q1 2021, an estimated $6K.
Elm Advisors first reported a position in Tapestry in Q3 2018 and held it in 2 quarters.
Elm Advisors's Tapestry position peaked at $10K in Q3 2018.
545 funds tracked by Wall St. Rank held Tapestry as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.