Stifel Financial
ELME

Stifel Financial’s Elme Communities ELME Stock Holding History

Stifel Financial’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
-14,926
Closed -$437K – 2889
2019
Q4 		$437K Buy
+14,926
New +$444K ﹤0.01% 2345
2017
Q2 		– Sell
-10,642
Closed -$333K – 2576
2017
Q1 		$333K Buy
10,642
+2,317
+28% +$73.9K ﹤0.01% 2041
2016
Q4 		$272K Sell
8,325
-2,522
-23% -$77K ﹤0.01% 2091
2016
Q3 		$337K Sell
10,847
-11,291
-51% -$367K ﹤0.01% 1932
2016
Q2 		$698K Sell
22,138
-538
-2% -$15.9K ﹤0.01% 1559
2016
Q1 		$662K Sell
22,676
-1,872
-8% -$49.3K ﹤0.01% 1441
2015
Q4 		$663K Buy
24,548
+406
+2% +$11K ﹤0.01% 1495
2015
Q3 		$601K Sell
24,142
-5,930
-20% -$153K ﹤0.01% 1452
2015
Q2 		$772K Buy
30,072
+6,201
+26% +$159K ﹤0.01% 1466
2015
Q1 		$659K Sell
23,871
-101,513
-81% -$2.87M ﹤0.01% 1479
2014
Q4 		$3.47M Sell
125,384
-46,373
-27% -$1.26M 0.02% 698
2014
Q3 		$4.36M Buy
171,757
+131,463
+326% +$3.51M 0.04% 511
2014
Q2 		$1.05M Sell
40,294
-54,524
-58% -$1.36M 0.01% 1096
2014
Q1 		$2.27M Buy
+94,818
New +$2.24M 0.02% 709

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

Stifel Financial's ELME Position: Q1 2020 in Review

Stifel Financial sold out of Elme Communities (ELME) in Q1 2020, closing a stake of 14,926 shares — an estimated $437K sold.

Stifel Financial first reported a position in ELME in Q1 2014 and held it in 14 quarters. The position peaked at $4.36M in Q3 2014. 209 funds tracked by Wall St. Rank hold ELME as of Q1 2020.

  • Stifel Financial reported no remaining Elme Communities position as of Q1 2020 after selling out during the quarter.
  • Stifel Financial sold 14,926 Elme Communities shares in Q1 2020, an estimated $437K.
  • Stifel Financial first reported a position in Elme Communities in Q1 2014 and held it in 14 quarters.
  • Stifel Financial's Elme Communities position peaked at $4.36M in Q3 2014.
  • 209 funds tracked by Wall St. Rank held Elme Communities as of Q1 2020.

Based on Stifel Financial's 13F filing for Q1 2020, filed 14 May 2020.