Sutton Wealth Advisors’s Elme Communities ELME Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-47	Closed	-$837	–	1033
2022 Q4	$837	Sell	47 -744	-94%	-$13.7K	﹤0.01%	1377
2022 Q3	$13.9K	Sell	791 -279	-26%	-$5.71K	0.01%	786
2022 Q2	$22.8K	Sell	1,070 -5	-0.5%	-$119	0.01%	629
2022 Q1	$27.4K	Buy	1,075 +44	+4%	+$1.08K	0.01%	609
2021 Q4	$26.7K	Hold	1,031	–	–	0.01%	620
2021 Q3	$25.5K	Buy	1,031 +22	+2%	+$541	0.01%	620
2021 Q2	$23.2K	Hold	1,009	–	–	0.01%	658
2021 Q1	$22.3K	Buy	1,009 +265	+36%	+$6.05K	0.01%	644
2020 Q4	$16.1K	Sell	744 -342	-31%	-$7.32K	0.01%	670
2020 Q3	$21.9K	Buy	1,086 +866	+394%	+$18.9K	0.01%	520
2020 Q2	$4.88K	Buy	220 +41	+23%	+$913	﹤0.01%	898
2020 Q1	$4.27K	Buy	+179	New	+$5.08K	﹤0.01%	869
2019 Q3	–	Sell	-1,006	Closed	-$26.9K	–	1187
2019 Q2	$26.9K	Hold	1,006	–	–	0.02%	484
2019 Q1	$28.6K	Buy	+1,006	New	+$26.2K	0.02%	462

Other funds holding ELME

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

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

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return