HGWM
ELME

Harvest Group Wealth Management’s Elme Communities ELME Stock Holding History

Harvest Group 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
Q4 		– Sell
-10
Closed – – 700
2020
Q3 		$0 Sell
10
-57
-85% -$1.24K ﹤0.01% 646
2020
Q2 		$1K Hold
67
– – ﹤0.01% 369
2020
Q1 		$1K Buy
+67
New +$1.9K ﹤0.01% 374
2019
Q3 		– Sell
-103
Closed -$2K – 1042
2019
Q2 		$2K Hold
103
– – ﹤0.01% 528
2019
Q1 		$3K Buy
+103
New +$2.68K ﹤0.01% 487

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
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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harvest Group Wealth Management's ELME Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Elme Communities (ELME) in Q4 2020, closing a stake of 10 shares.

Harvest Group Wealth Management first reported a position in ELME in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q1 2019. 203 funds tracked by Wall St. Rank hold ELME as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining Elme Communities position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 10 Elme Communities shares in Q4 2020.
  • Harvest Group Wealth Management first reported a position in Elme Communities in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Elme Communities position peaked at $3K in Q1 2019.
  • 203 funds tracked by Wall St. Rank held Elme Communities as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.