Hoertkorn Richard Charles’s Elme Communities ELME Stock Holding History

Hoertkorn Richard Charles’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 Q1	–	Sell	-1,500	Closed	-$39K	–	80
2021 Q4	$39K	Hold	1,500	–	–	0.02%	65
2021 Q3	$37K	Hold	1,500	–	–	0.02%	65
2021 Q2	$35K	Hold	1,500	–	–	0.02%	64
2021 Q1	$33K	Buy	+1,500	New	+$34.2K	0.02%	64
2020 Q2	–	Sell	-3,500	Closed	-$84K	–	84
2020 Q1	$84K	Hold	3,500	–	–	0.07%	53
2019 Q4	$102K	Hold	3,500	–	–	0.06%	54
2019 Q3	$96K	Hold	3,500	–	–	0.06%	52
2019 Q2	$94K	Hold	3,500	–	–	0.06%	52
2019 Q1	$99K	Hold	3,500	–	–	0.07%	53
2018 Q4	$81K	Hold	3,500	–	–	0.06%	58
2018 Q3	$107K	Hold	3,500	–	–	0.06%	55
2018 Q2	$106K	Hold	3,500	–	–	0.06%	55
2018 Q1	$95K	Hold	3,500	–	–	0.06%	58
2017 Q4	$109K	Hold	3,500	–	–	0.06%	55
2017 Q3	$115K	Hold	3,500	–	–	0.07%	51
2017 Q2	$112K	Hold	3,500	–	–	0.07%	52
2017 Q1	$110K	Hold	3,500	–	–	0.07%	53
2016 Q4	$114K	Hold	3,500	–	–	0.08%	50
2016 Q3	$109K	Hold	3,500	–	–	0.08%	53
2016 Q2	$110K	Hold	3,500	–	–	0.09%	53
2016 Q1	$102K	Buy	3,500 +500	+17%	+$13.2K	0.08%	56
2015 Q4	$81K	Sell	3,000 -1,000	-25%	-$27K	0.06%	65
2015 Q3	$100K	Hold	4,000	–	–	0.08%	59
2015 Q2	$104K	Hold	4,000	–	–	0.08%	55
2015 Q1	$111K	Hold	4,000	–	–	0.08%	54
2014 Q4	$111K	Hold	4,000	–	–	0.08%	53
2014 Q3	$102K	Sell	4,000 -250	-6%	-$6.67K	0.08%	51
2014 Q2	$110K	Hold	4,250	–	–	0.08%	51
2014 Q1	$102K	Sell	4,250 -2,500	-37%	-$59.1K	0.08%	51
2013 Q4	$158K	Buy	+6,750	New	+$167K	0.12%	47

Other funds holding ELME

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hoertkorn Richard Charles's ELME Position: Q1 2022 in Review

Hoertkorn Richard Charles sold out of Elme Communities (ELME) in Q1 2022, closing a stake of 1,500 shares — an estimated $39K sold.

Hoertkorn Richard Charles first reported a position in ELME in Q4 2013 and held it in 30 quarters. The position peaked at $158K in Q4 2013. 214 funds tracked by Wall St. Rank hold ELME as of Q1 2022.

Hoertkorn Richard Charles reported no remaining Elme Communities position as of Q1 2022 after selling out during the quarter.
Hoertkorn Richard Charles sold 1,500 Elme Communities shares in Q1 2022, an estimated $39K.
Hoertkorn Richard Charles first reported a position in Elme Communities in Q4 2013 and held it in 30 quarters.
Hoertkorn Richard Charles's Elme Communities position peaked at $158K in Q4 2013.
214 funds tracked by Wall St. Rank held Elme Communities as of Q1 2022.

Based on Hoertkorn Richard Charles's 13F filing for Q1 2022, filed 2 May 2022.