JCM
ELME

Jacobi Capital Management’s Elme Communities ELME Stock Holding History

Jacobi Capital 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
Q4 		– Sell
-664
Closed -$16K – 659
2021
Q3 		$16K Buy
+664
New +$16.3K ﹤0.01% 938

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jacobi Capital Management's ELME Position: Q4 2021 in Review

Jacobi Capital Management sold out of Elme Communities (ELME) in Q4 2021, closing a stake of 664 shares — an estimated $16K sold.

Jacobi Capital Management first reported a position in ELME in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 233 funds tracked by Wall St. Rank hold ELME as of Q4 2021.

  • Jacobi Capital Management reported no remaining Elme Communities position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 664 Elme Communities shares in Q4 2021, an estimated $16K.
  • Jacobi Capital Management first reported a position in Elme Communities in Q3 2021 and held it in 1 quarter.
  • Jacobi Capital Management's Elme Communities position peaked at $16K in Q3 2021.
  • 233 funds tracked by Wall St. Rank held Elme Communities as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.