SS
ELME

Simplicity Solutions’s Elme Communities ELME Stock Holding History

Simplicity Solutions’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
2023
Q4 		$510K Buy
34,925
+7,882
+29% +$108K 0.01% 661
2023
Q3 		$369K Sell
27,043
-2,244
-8% -$34.7K 0.01% 693
2023
Q2 		$481K Buy
29,287
+200
+0.7% +$3.3K 0.01% 675
2023
Q1 		$520K Buy
+29,087
New +$532K 0.01% 680

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Simplicity Solutions's ELME Position: Q4 2023 in Review

Simplicity Solutions increased its Elme Communities (ELME) stake by 29% in Q4 2023, buying an estimated $108K and bringing the position to 34,925 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #661.

Simplicity Solutions first reported a position in ELME in Q1 2023 and has held it in 4 quarters since. The position peaked at $520K in Q1 2023. 227 funds tracked by Wall St. Rank hold ELME as of Q4 2023.

  • Simplicity Solutions held 34,925 shares of Elme Communities worth $510K as of Q4 2023.
  • Simplicity Solutions bought 7,882 Elme Communities shares in Q4 2023, an estimated $108K.
  • Elme Communities made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #661 holding.
  • Simplicity Solutions first reported a position in Elme Communities in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's Elme Communities position peaked at $520K in Q1 2023.
  • 227 funds tracked by Wall St. Rank held Elme Communities as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.