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Plante Moran Financial Advisors’s Elme Communities ELME Stock Holding History

Plante Moran Financial 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
2021
Q3 		– Sell
-100
Closed -$2K – 946
2021
Q2 		$2K Buy
+100
New +$2.35K ﹤0.01% 876

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

Plante Moran Financial Advisors's ELME Position: Q3 2021 in Review

Plante Moran Financial Advisors sold out of Elme Communities (ELME) in Q3 2021, closing a stake of 100 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in ELME in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 203 funds tracked by Wall St. Rank hold ELME as of Q3 2021.

  • Plante Moran Financial Advisors reported no remaining Elme Communities position as of Q3 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 100 Elme Communities shares in Q3 2021, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Elme Communities in Q2 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Elme Communities position peaked at $2K in Q2 2021.
  • 203 funds tracked by Wall St. Rank held Elme Communities as of Q3 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.