Whitener Capital Management’s Elme Communities ELME Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-400	Closed	-$10K	–	222
2019 Q3	$10K	Hold	400	–	–	0.01%	352
2019 Q2	$10K	Hold	400	–	–	0.01%	347
2019 Q1	$11K	Hold	400	–	–	0.01%	327
2018 Q4	$9K	Hold	400	–	–	0.01%	323
2018 Q3	$12K	Buy	+400	New	+$12.3K	0.01%	319
2018 Q2	–	Sell	-400	Closed	-$10K	–	195
2018 Q1	$10K	Buy	+400	New	+$10.9K	0.01%	329

Other funds holding ELME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whitener Capital Management's ELME Position: Q4 2019 in Review

Whitener Capital Management sold out of Elme Communities (ELME) in Q4 2019, closing a stake of 400 shares — an estimated $10K sold.

Whitener Capital Management first reported a position in ELME in Q1 2018 and held it in 6 quarters. The position peaked at $12K in Q3 2018. 222 funds tracked by Wall St. Rank hold ELME as of Q4 2019.

Whitener Capital Management reported no remaining Elme Communities position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 400 Elme Communities shares in Q4 2019, an estimated $10K.
Whitener Capital Management first reported a position in Elme Communities in Q1 2018 and held it in 6 quarters.
Whitener Capital Management's Elme Communities position peaked at $12K in Q3 2018.
222 funds tracked by Wall St. Rank held Elme Communities as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.