OHWA
ELME

Oak Hill Wealth Advisors’s Elme Communities ELME Stock Holding History

Oak Hill Wealth Advisors’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
2024
Q2 		– Hold
0
– – – 147
2024
Q1 		– Sell
-10,746
Closed -$150K – 140
2023
Q4 		$157K Buy
10,746
+49
+0.5% +$670 0.05% 106
2023
Q3 		$146K Sell
10,697
-210
-2% -$3.25K 0.06% 101
2023
Q2 		$179K Sell
10,907
-668
-6% -$11K 0.07% 108
2023
Q1 		$207K Buy
11,575
+33
+0.3% +$604 0.08% 104
2022
Q4 		$205K Buy
+11,542
New +$213K 0.08% 102

Other funds holding ELME

BlackRock
BlackRock New York $5.7T 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
HCM
HGI Capital Management New York $36.4M AUM 4.49% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return