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Monumental Financial Group’s Elme Communities ELME Stock Holding History

Monumental Financial Group’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
Q3 		– Sell
-504
Closed -$12K – 44
2021
Q2 		$12K Buy
+504
New +$11.9K 0.01% 75

Other funds holding ELME

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Monumental Financial Group's ELME Position: Q3 2021 in Review

Monumental Financial Group sold out of Elme Communities (ELME) in Q3 2021, closing a stake of 504 shares — an estimated $12K sold.

Monumental Financial Group first reported a position in ELME in Q2 2021 and held it in 1 quarter. The position peaked at $12K in Q2 2021. 203 funds tracked by Wall St. Rank hold ELME as of Q3 2021.

  • Monumental Financial Group reported no remaining Elme Communities position as of Q3 2021 after selling out during the quarter.
  • Monumental Financial Group sold 504 Elme Communities shares in Q3 2021, an estimated $12K.
  • Monumental Financial Group first reported a position in Elme Communities in Q2 2021 and held it in 1 quarter.
  • Monumental Financial Group's Elme Communities position peaked at $12K in Q2 2021.
  • 203 funds tracked by Wall St. Rank held Elme Communities as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.