Ardsley Advisory Partners’s Stem STEM Stock Holding History

Ardsley Advisory Partners’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
2024 Q3	–	Sell	-87,500	Closed	-$1.94M	–	180
2024 Q2	$1.94M	Sell	87,500 -25,500	-23%	-$747K	0.29%	75
2024 Q1	$4.95M	Buy	113,000 +42,000	+59%	+$2.33M	0.71%	44
2023 Q4	$5.51M	Buy	71,000 +18,000	+34%	+$1.24M	0.85%	34
2023 Q3	$4.49M	Sell	53,000 -17,150	-24%	-$1.96M	1%	38
2023 Q2	$8.03M	Buy	70,150 +3,650	+5%	+$362K	1.36%	23
2023 Q1	$7.54M	Buy	66,500 +25,500	+62%	+$4.32M	1.66%	21
2022 Q4	$7.33M	Buy	41,000 +14,750	+56%	+$3.54M	1.52%	28
2022 Q3	$7M	Buy	+26,250	New	+$6.71M	1.57%	22
2022 Q1	–	Sell	-10,075	Closed	-$3.81M	–	156
2021 Q4	$3.81M	Buy	10,075 +8,850	+722%	+$3.84M	0.73%	37
2021 Q3	$585K	Buy	+1,225	New	+$644K	0.09%	97

Other funds holding STEM

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

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

ECM

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Ardsley Advisory Partners's STEM Position: Q3 2024 in Review

Ardsley Advisory Partners sold out of Stem (STEM) in Q3 2024, closing a stake of 87,500 shares — an estimated $1.94M sold.

Ardsley Advisory Partners first reported a position in STEM in Q3 2021 and held it in 10 quarters. The position peaked at $8.03M in Q2 2023. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

Ardsley Advisory Partners reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
Ardsley Advisory Partners sold 87,500 Stem shares in Q3 2024, an estimated $1.94M.
Ardsley Advisory Partners first reported a position in Stem in Q3 2021 and held it in 10 quarters.
Ardsley Advisory Partners's Stem position peaked at $8.03M in Q2 2023.
149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Ardsley Advisory Partners's 13F filing for Q3 2024, filed 14 Nov 2024.