SSWM
ELME

Sheets Smith Wealth Management’s Elme Communities ELME Stock Holding History

Sheets Smith Wealth Management’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
2019
Q4 		– Sell
-7,600
Closed -$208K – 317
2019
Q3 		$208K Sell
7,600
-500
-6% -$13.5K 0.04% 281
2019
Q2 		$217K Hold
8,100
– – 0.04% 302
2019
Q1 		$230K Buy
+8,100
New +$211K 0.05% 292
2018
Q4 		– Sell
-8,100
Closed -$248K – 286
2018
Q3 		$248K Sell
8,100
-100
-1% -$3.08K 0.05% 308
2018
Q2 		$249K Hold
8,200
– – 0.06% 279
2018
Q1 		$224K Sell
8,200
-200
-2% -$5.46K 0.05% 285
2017
Q4 		$261K Hold
8,400
– – 0.06% 285
2017
Q3 		$275K Hold
8,400
– – 0.07% 270
2017
Q2 		$268K Hold
8,400
– – 0.07% 257
2017
Q1 		$263K Hold
8,400
– – 0.07% 252
2016
Q4 		$275K Sell
8,400
-185
-2% -$5.64K 0.08% 237
2016
Q3 		$267K Hold
8,585
– – 0.08% 225
2016
Q2 		$270K Sell
8,585
-200
-2% -$5.89K 0.08% 210
2016
Q1 		$257K Hold
8,785
– – 0.08% 200
2015
Q4 		$238K Sell
8,785
-300
-3% -$8.11K 0.07% 202
2015
Q3 		$226K Hold
9,085
– – 0.08% 187
2015
Q2 		$236K Hold
9,085
– – 0.06% 212
2015
Q1 		$251K Sell
9,085
-3,750
-29% -$106K 0.07% 205
2014
Q4 		$355K Hold
12,835
– – 0.09% 187
2014
Q3 		$326K Buy
12,835
+300
+2% +$8.01K 0.09% 187
2014
Q2 		$326K Sell
12,535
-150
-1% -$3.75K 0.09% 196
2014
Q1 		$303K Sell
12,685
-500
-4% -$11.8K 0.08% 199
2013
Q4 		$308K Hold
13,185
– – 0.09% 209
2013
Q3 		$333K Sell
13,185
-800
-6% -$20.8K 0.11% 194
2013
Q2 		$376K Buy
+13,985
New +$393K 0.13% 184

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sheets Smith Wealth Management's ELME Position: Q4 2019 in Review

Sheets Smith Wealth Management sold out of Elme Communities (ELME) in Q4 2019, closing a stake of 7,600 shares — an estimated $208K sold.

Sheets Smith Wealth Management first reported a position in ELME in Q2 2013 and held it in 25 quarters. The position peaked at $376K in Q2 2013. 222 funds tracked by Wall St. Rank hold ELME as of Q4 2019.

  • Sheets Smith Wealth Management reported no remaining Elme Communities position as of Q4 2019 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 7,600 Elme Communities shares in Q4 2019, an estimated $208K.
  • Sheets Smith Wealth Management first reported a position in Elme Communities in Q2 2013 and held it in 25 quarters.
  • Sheets Smith Wealth Management's Elme Communities position peaked at $376K in Q2 2013.
  • 222 funds tracked by Wall St. Rank held Elme Communities as of Q4 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2019, filed 24 Jan 2020.