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 		– Sell
-10,793
Closed -$150K – 147
2024
Q1 		$150K Buy
+10,793
New +$150K 0.05% 106

Other funds holding ELME

BlackRock
BlackRock New York $5.72T 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

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.