EW
ELME

Evoke Wealth’s Elme Communities ELME Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-193,323
Closed -$3.43M – 605
2022
Q3 		$3.43M Buy
193,323
+115,618
+149% +$2.36M 0.14% 77
2022
Q2 		$1.67M Hold
77,705
– – 0.06% 118
2022
Q1 		$2M Buy
77,705
+76,705
+7,671% +$1.89M 0.07% 116
2021
Q4 		$26K Hold
1,000
– – ﹤0.01% 636
2021
Q3 		$24K Hold
1,000
– – ﹤0.01% 609
2021
Q2 		$23K Hold
1,000
– – ﹤0.01% 630
2021
Q1 		$22K Hold
1,000
– – ﹤0.01% 568
2020
Q4 		$22K Hold
1,000
– – ﹤0.01% 486
2020
Q3 		$20K Sell
1,000
-74
-7% -$1.61K ﹤0.01% 476
2020
Q2 		$24K Buy
1,074
+74
+7% +$1.65K ﹤0.01% 441
2020
Q1 		$23.9K Hold
1,000
– – ﹤0.01% 416
2019
Q4 		$29.5K Hold
1,000
– – ﹤0.01% 515
2019
Q3 		$27.4K Buy
+1,000
New +$27K ﹤0.01% 581

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return