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 $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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sigma Planning Corp's ELME Position: Q3 2022 in Review

Sigma Planning Corp sold out of Elme Communities (ELME) in Q3 2022, closing a stake of 11,721 shares — an estimated $250K sold.

Sigma Planning Corp first reported a position in ELME in Q4 2014 and held it in 8 quarters. The position peaked at $497K in Q3 2021. 201 funds tracked by Wall St. Rank hold ELME as of Q3 2022.

  • Sigma Planning Corp reported no remaining Elme Communities position as of Q3 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 11,721 Elme Communities shares in Q3 2022, an estimated $250K.
  • Sigma Planning Corp first reported a position in Elme Communities in Q4 2014 and held it in 8 quarters.
  • Sigma Planning Corp's Elme Communities position peaked at $497K in Q3 2021.
  • 201 funds tracked by Wall St. Rank held Elme Communities as of Q3 2022.

Based on Sigma Planning Corp's 13F filing for Q3 2022, filed 10 Nov 2022.