Algert Global’s Stem STEM Stock Holding History

Algert Global’s Portfolio STEM Stock Details STEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-969	Closed	-$110K	–	1252
2023 Q1	$110K	Buy	+969	New	+$164K	0.01%	1081

Other funds holding STEM

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Algert Global's STEM Position: Q2 2023 in Review

Algert Global sold out of Stem (STEM) in Q2 2023, closing a stake of 969 shares — an estimated $110K sold.

Algert Global first reported a position in STEM in Q1 2023 and held it in 1 quarter. The position peaked at $110K in Q1 2023. 225 funds tracked by Wall St. Rank hold STEM as of Q2 2023.

Algert Global reported no remaining Stem position as of Q2 2023 after selling out during the quarter.
Algert Global sold 969 Stem shares in Q2 2023, an estimated $110K.
Algert Global first reported a position in Stem in Q1 2023 and held it in 1 quarter.
Algert Global's Stem position peaked at $110K in Q1 2023.
225 funds tracked by Wall St. Rank held Stem as of Q2 2023.

Based on Algert Global's 13F filing for Q2 2023, filed 14 Aug 2023.