Meridian Investment Counsel’s Elme Communities ELME Stock Holding History

Meridian Investment Counsel’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	-11,000	Closed	-$284K	–	223
2021 Q4	$284K	Hold	11,000	–	–	0.09%	177
2021 Q3	$272K	Hold	11,000	–	–	0.1%	175
2021 Q2	$253K	Hold	11,000	–	–	0.09%	175
2021 Q1	$243K	Hold	11,000	–	–	0.09%	168
2020 Q4	$238K	Hold	11,000	–	–	0.1%	163
2020 Q3	$221K	Buy	11,000 +2,000	+22%	+$43.6K	0.11%	156
2020 Q2	$200K	Hold	9,000	–	–	0.1%	163
2020 Q1	$215K	Hold	9,000	–	–	0.14%	142
2019 Q4	$263K	Hold	9,000	–	–	0.13%	150
2019 Q3	$246K	Hold	9,000	–	–	0.13%	149
2019 Q2	$241K	Hold	9,000	–	–	0.13%	148
2019 Q1	$255K	Hold	9,000	–	–	0.15%	140
2018 Q4	$207K	Hold	9,000	–	–	0.14%	146
2018 Q3	$276K	Hold	9,000	–	–	0.15%	139
2018 Q2	$273K	Hold	9,000	–	–	0.15%	142
2018 Q1	$246K	Hold	9,000	–	–	0.14%	149
2017 Q4	$280K	Hold	9,000	–	–	0.15%	145
2017 Q3	$295K	Hold	9,000	–	–	0.17%	142
2017 Q2	$287K	Hold	9,000	–	–	0.17%	140
2017 Q1	$282K	Sell	9,000 -1,000	-10%	-$31.9K	0.17%	142
2016 Q4	$327K	Hold	10,000	–	–	0.22%	122
2016 Q3	$311K	Hold	10,000	–	–	0.21%	125
2016 Q2	$315K	Hold	10,000	–	–	0.21%	123
2016 Q1	$292K	Hold	10,000	–	–	0.2%	127
2015 Q4	$271K	Hold	10,000	–	–	0.2%	123
2015 Q3	$249K	Hold	10,000	–	–	0.2%	120
2015 Q2	$260K	Hold	10,000	–	–	0.19%	125
2015 Q1	$276K	Hold	10,000	–	–	0.19%	127
2014 Q4	$277K	Hold	10,000	–	–	0.2%	125
2014 Q3	$254K	Hold	10,000	–	–	0.19%	126
2014 Q2	$260K	Sell	10,000 -1,000	-9%	-$25K	0.2%	127
2014 Q1	$263K	Hold	11,000	–	–	0.22%	117
2013 Q4	$257K	Buy	+11,000	New	+$272K	0.22%	118

Other funds holding ELME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Investment Counsel's ELME Position: Q1 2022 in Review

Meridian Investment Counsel sold out of Elme Communities (ELME) in Q1 2022, closing a stake of 11,000 shares — an estimated $284K sold.

Meridian Investment Counsel first reported a position in ELME in Q4 2013 and held it in 33 quarters. The position peaked at $327K in Q4 2016. 214 funds tracked by Wall St. Rank hold ELME as of Q1 2022.

Meridian Investment Counsel reported no remaining Elme Communities position as of Q1 2022 after selling out during the quarter.
Meridian Investment Counsel sold 11,000 Elme Communities shares in Q1 2022, an estimated $284K.
Meridian Investment Counsel first reported a position in Elme Communities in Q4 2013 and held it in 33 quarters.
Meridian Investment Counsel's Elme Communities position peaked at $327K in Q4 2016.
214 funds tracked by Wall St. Rank held Elme Communities as of Q1 2022.

Based on Meridian Investment Counsel's 13F filing for Q1 2022, filed 11 May 2022.