SPC
ELME

Sigma Planning Corp’s Elme Communities ELME Stock Holding History

Sigma Planning Corp’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
2022
Q3 		– Sell
-11,721
Closed -$250K – 1283
2022
Q2 		$250K Buy
11,721
+41
+0.4% +$974 0.01% 1070
2022
Q1 		$298K Sell
11,680
-79
-0.7% -$1.95K 0.01% 1059
2021
Q4 		$304K Sell
11,759
-8,314
-41% -$212K 0.01% 1068
2021
Q3 		$497K Sell
20,073
-82
-0.4% -$2.02K 0.01% 818
2021
Q2 		$464K Buy
20,155
+10,185
+102% +$240K 0.01% 862
2021
Q1 		$220K Buy
+9,970
New +$228K 0.01% 1154
2015
Q2 		– Sell
-10,678
Closed -$295K – 721
2015
Q1 		$295K Sell
10,678
-2,671
-20% -$75.4K 0.04% 531
2014
Q4 		$369K Buy
+13,349
New +$363K 0.05% 425

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return