Elm Partners Management LLC Purchases and Sells in Q3 2024

Elm Partners Management LLC

$1.44 Billion
Q3 2024

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	86.6K + 12.17%	$255.18 - $283.2 $22.1M - $24.5M	798K $226M
VWO	344K + 12.09%	$41.9 - $48.26 $14.4M - $16.6M	3.19M $152M
ITOT	148K + 14.09%	$113.41 - $125.62 $16.8M - $18.6M	1.2M $151M
VGK	222K + 13.23%	$65.06 - $71.72 $14.5M - $16M	1.9M $135M
IEUR	312K + 30.93%	$55.51 - $61.51 $17.3M - $19.2M	1.32M $80.6M
IEMG	405K + 19.72%	$53.64 - $53.64 $21.7M - $21.7M	2.46M $132M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLY	2.97K New	$170.05 - $200.86 $505K - $596K	2.97K $594K
OEF	1.96K New	$266.03 - $266.03 $521K - $521K	1.96K $521K
XLI	2.26K New	$120.56 - $135.44 $272K - $306K	2.26K $306K
XLRE	6.26K New	$38.04 - $45.36 $238K - $284K	6.26K $279K
IWM	937 New	$200.87 - $224.6 $188K - $210K	937 $206K
MSFT	471 New	$395.15 - $467.56 $186K - $220K	471 $202K

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	-234K - 40.35%	$100.3 - $100.74 $23.4M - $23.5M	345K $34.8M
STIP	-77.2K - 42.42%	$98.99 - $101.51 $7.64M - $7.84M	105K $10.6M
VTEB	-93.9K - 24.5%	$49.93 - $51.15 $4.69M - $4.8M	289K $14.8M
AGG	-49.3K - 9.37%	$96.25 - $101.98 $4.75M - $5.03M	477K $48.3M
SCHP	-88.6K - 5.04%	$51.58 - $53.79 $4.57M - $4.77M	1.67M $89.5M
LQD	-16.3K - 37.1%	$106.11 - $113.72 $1.73M - $1.85M	27.6K $3.12M

Activity Summary All Purchases 34 New Holdings 6 Increased Positions 28 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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