HR
ELME

Howe & Rusling’s Elme Communities ELME Stock Holding History

Howe & Rusling’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
-250
Closed -$4K – 539
2022
Q3 		$4K Hold
250
– – ﹤0.01% 708
2022
Q2 		$5K Hold
250
– – ﹤0.01% 641
2022
Q1 		$6K Hold
250
– – ﹤0.01% 604
2021
Q4 		$6K Hold
250
– – ﹤0.01% 619
2021
Q3 		$6K Buy
+250
New +$6.15K ﹤0.01% 587
2017
Q3 		– Sell
-88
Closed -$3K – 900
2017
Q2 		$3K Hold
88
– – ﹤0.01% 712
2017
Q1 		$3K Hold
88
– – ﹤0.01% 747
2016
Q4 		$3K Hold
88
– – ﹤0.01% 778
2016
Q3 		$3K Buy
+88
New +$2.86K ﹤0.01% 762
2015
Q2 		– Sell
-40
Closed -$1K – 1067
2015
Q1 		$1K Hold
40
– – ﹤0.01% 854
2014
Q4 		$1K Hold
40
– – ﹤0.01% 839
2014
Q3 		$1K Buy
+40
New +$1.07K ﹤0.01% 818

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