MOTCO’s Elme Communities ELME Stock Holding History

MOTCO’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	-100	Closed	-$2K	–	628
2022 Q3	$2K	Buy	+100	New	+$2.04K	﹤0.01%	589

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 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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MOTCO's ELME Position: Q4 2022 in Review

MOTCO sold out of Elme Communities (ELME) in Q4 2022, closing a stake of 100 shares — an estimated $2K sold.

MOTCO first reported a position in ELME in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 187 funds tracked by Wall St. Rank hold ELME as of Q4 2022.

MOTCO reported no remaining Elme Communities position as of Q4 2022 after selling out during the quarter.
MOTCO sold 100 Elme Communities shares in Q4 2022, an estimated $2K.
MOTCO first reported a position in Elme Communities in Q3 2022 and held it in 1 quarter.
MOTCO's Elme Communities position peaked at $2K in Q3 2022.
187 funds tracked by Wall St. Rank held Elme Communities as of Q4 2022.

Based on MOTCO's 13F filing for Q4 2022, filed 10 Feb 2023.