SCM
ELME

Shelton Capital Management’s Elme Communities ELME Stock Holding History

Shelton Capital 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
2020
Q1 		– Sell
-7,161
Closed -$209K – 705
2019
Q4 		$209K Sell
7,161
-338
-5% -$10K 0.01% 739
2019
Q3 		$205K Sell
7,499
-465
-6% -$12.6K 0.01% 743
2019
Q2 		$213K Buy
+7,964
New +$221K 0.01% 743

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Shelton Capital Management's ELME Position: Q1 2020 in Review

Shelton Capital Management sold out of Elme Communities (ELME) in Q1 2020, closing a stake of 7,161 shares — an estimated $209K sold.

Shelton Capital Management first reported a position in ELME in Q2 2019 and held it in 3 quarters. The position peaked at $213K in Q2 2019. 209 funds tracked by Wall St. Rank hold ELME as of Q1 2020.

  • Shelton Capital Management reported no remaining Elme Communities position as of Q1 2020 after selling out during the quarter.
  • Shelton Capital Management sold 7,161 Elme Communities shares in Q1 2020, an estimated $209K.
  • Shelton Capital Management first reported a position in Elme Communities in Q2 2019 and held it in 3 quarters.
  • Shelton Capital Management's Elme Communities position peaked at $213K in Q2 2019.
  • 209 funds tracked by Wall St. Rank held Elme Communities as of Q1 2020.

Based on Shelton Capital Management's 13F filing for Q1 2020, filed 13 May 2020.