EWM
ELME

EPG Wealth Management’s Elme Communities ELME Stock Holding History

EPG Wealth Management’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
Q2 		– Sell
-300
Closed -$7K – 316
2020
Q1 		$7K Buy
300
+200
+200% +$5.68K 0.01% 531
2019
Q4 		$3K Buy
+100
New +$2.97K ﹤0.01% 563

Other funds holding ELME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

EPG Wealth Management's ELME Position: Q2 2020 in Review

EPG Wealth Management sold out of Elme Communities (ELME) in Q2 2020, closing a stake of 300 shares — an estimated $7K sold.

EPG Wealth Management first reported a position in ELME in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q1 2020. 201 funds tracked by Wall St. Rank hold ELME as of Q2 2020.

  • EPG Wealth Management reported no remaining Elme Communities position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 300 Elme Communities shares in Q2 2020, an estimated $7K.
  • EPG Wealth Management first reported a position in Elme Communities in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Elme Communities position peaked at $7K in Q1 2020.
  • 201 funds tracked by Wall St. Rank held Elme Communities as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.