JIR
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James Investment Research’s Electromed ELMD Stock Holding History

James Investment Research’s Portfolio ELMD Stock Details ELMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,800
Closed -$40K – 348
2023
Q1 		$40K Buy
+3,800
New +$43.1K 0.01% 380

Other funds holding ELMD

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

James Investment Research's ELMD Position: Q2 2023 in Review

James Investment Research sold out of Electromed (ELMD) in Q2 2023, closing a stake of 3,800 shares — an estimated $40K sold.

James Investment Research first reported a position in ELMD in Q1 2023 and held it in 1 quarter. The position peaked at $40K in Q1 2023. 33 funds tracked by Wall St. Rank hold ELMD as of Q2 2023.

  • James Investment Research reported no remaining Electromed position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 3,800 Electromed shares in Q2 2023, an estimated $40K.
  • James Investment Research first reported a position in Electromed in Q1 2023 and held it in 1 quarter.
  • James Investment Research's Electromed position peaked at $40K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Electromed as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.