Blue Trust Inc’s Stem STEM Stock Holding History

Blue Trust Inc’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	-135	Closed	-$5.91K	–	2988
2024 Q2	$5.91K	Hold	135	–	–	﹤0.01%	2134
2024 Q1	$5.91K	Buy	135 +126	+1,400%	+$7K	﹤0.01%	1591
2023 Q4	$1K	Buy	+9	New	+$621	﹤0.01%	2413

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

Blue Trust Inc's STEM Position: Q3 2024 in Review

Blue Trust Inc sold out of Stem (STEM) in Q3 2024, closing a stake of 135 shares — an estimated $5.91K sold.

Blue Trust Inc first reported a position in STEM in Q4 2023 and held it in 3 quarters. The position peaked at $5.91K in Q2 2024. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

Blue Trust Inc reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
Blue Trust Inc sold 135 Stem shares in Q3 2024, an estimated $5.91K.
Blue Trust Inc first reported a position in Stem in Q4 2023 and held it in 3 quarters.
Blue Trust Inc's Stem position peaked at $5.91K in Q2 2024.
149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.