SW
ELME

Simplicity Wealth’s Elme Communities ELME Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-32,029
Closed -$510K – 698
2024
Q2 		$510K Sell
32,029
-253
-0.8% -$3.85K 0.01% 752
2024
Q1 		$449K Buy
+32,282
New +$450K 0.01% 775

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCM
HGI Capital Management New York $36.4M AUM 4.49% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Simplicity Wealth's ELME Position: Q3 2024 in Review

Simplicity Wealth sold out of Elme Communities (ELME) in Q3 2024, closing a stake of 32,029 shares — an estimated $510K sold.

Simplicity Wealth first reported a position in ELME in Q1 2024 and held it in 2 quarters. The position peaked at $510K in Q2 2024. 232 funds tracked by Wall St. Rank hold ELME as of Q3 2024.

  • Simplicity Wealth reported no remaining Elme Communities position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 32,029 Elme Communities shares in Q3 2024, an estimated $510K.
  • Simplicity Wealth first reported a position in Elme Communities in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Elme Communities position peaked at $510K in Q2 2024.
  • 232 funds tracked by Wall St. Rank held Elme Communities as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.