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
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 $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 $3.37T AUM 44.26% 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 $10.5B AUM 30.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Oak Hill Wealth Advisors's ELME Position: Q1 2024 in Review

Oak Hill Wealth Advisors sold out of Elme Communities (ELME) in Q1 2024, closing a stake of 10,746 shares — an estimated $150K sold.

Oak Hill Wealth Advisors first reported a position in ELME in Q4 2022 and held it in 5 quarters. The position peaked at $207K in Q1 2023. 225 funds tracked by Wall St. Rank hold ELME as of Q1 2024.

  • Oak Hill Wealth Advisors reported no remaining Elme Communities position as of Q1 2024 after selling out during the quarter.
  • Oak Hill Wealth Advisors sold 10,746 Elme Communities shares in Q1 2024, an estimated $150K.
  • Oak Hill Wealth Advisors first reported a position in Elme Communities in Q4 2022 and held it in 5 quarters.
  • Oak Hill Wealth Advisors's Elme Communities position peaked at $207K in Q1 2023.
  • 225 funds tracked by Wall St. Rank held Elme Communities as of Q1 2024.

Based on Oak Hill Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.