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Arosa Capital Management’s Stem STEM Stock Holding History

Arosa Capital Management’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
-12,958
Closed -$1.47M – 68
2023
Q1 		$1.47M Sell
12,958
-2,107
-14% -$357K 0.23% 55
2022
Q4 		$2.69M Buy
15,065
+2,565
+21% +$616K 0.57% 41
2022
Q3 		$3.33M Sell
12,500
-2,500
-17% -$639K 0.71% 44
2022
Q2 		$2.15M Buy
+15,000
New +$2.49M 0.35% 50
2021
Q3 		– Sell
-2,000
Closed -$1.44M – 83
2021
Q2 		$1.44M Hold
2,000
– – 0.29% 58
2021
Q1 		$1.06M Sell
2,000
-7,000
-78% -$4.5M 0.2% 62
2020
Q4 		$3.68M Buy
+9,000
New +$2.27M 0.51% 51

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
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
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Arosa Capital Management's STEM Position: Q2 2023 in Review

Arosa Capital Management sold out of Stem (STEM) in Q2 2023, closing a stake of 12,958 shares — an estimated $1.47M sold.

Arosa Capital Management first reported a position in STEM in Q4 2020 and held it in 7 quarters. The position peaked at $3.68M in Q4 2020. 225 funds tracked by Wall St. Rank hold STEM as of Q2 2023.

  • Arosa Capital Management reported no remaining Stem position as of Q2 2023 after selling out during the quarter.
  • Arosa Capital Management sold 12,958 Stem shares in Q2 2023, an estimated $1.47M.
  • Arosa Capital Management first reported a position in Stem in Q4 2020 and held it in 7 quarters.
  • Arosa Capital Management's Stem position peaked at $3.68M in Q4 2020.
  • 225 funds tracked by Wall St. Rank held Stem as of Q2 2023.

Based on Arosa Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.