FGAM
ELME

Financial Gravity Asset Management’s Elme Communities ELME Stock Holding History

Financial Gravity Asset 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
2021
Q1 		– Sell
-2
Closed – – 797
2020
Q4 		$0 Buy
+2
New +$43 ﹤0.01% 528
2020
Q2 		– Sell
-10
Closed -$245 – 259
2020
Q1 		$245 Buy
10
+2
+25% +$57 ﹤0.01% 681
2019
Q4 		$29K Buy
+8
New +$238 0.02% 871

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Asset Management's ELME Position: Q1 2021 in Review

Financial Gravity Asset Management sold out of Elme Communities (ELME) in Q1 2021, closing a stake of 2 shares.

Financial Gravity Asset Management first reported a position in ELME in Q4 2019 and held it in 3 quarters. The position peaked at $29K in Q4 2019. 203 funds tracked by Wall St. Rank hold ELME as of Q1 2021.

  • Financial Gravity Asset Management reported no remaining Elme Communities position as of Q1 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2 Elme Communities shares in Q1 2021.
  • Financial Gravity Asset Management first reported a position in Elme Communities in Q4 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's Elme Communities position peaked at $29K in Q4 2019.
  • 203 funds tracked by Wall St. Rank held Elme Communities as of Q1 2021.

Based on Financial Gravity Asset Management's 13F filing for Q1 2021, filed 17 May 2021.