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Bridgewater Associates’s Stem STEM Stock Holding History

Bridgewater Associates’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
-23,771
Closed -$528K – 919
2024
Q2 		$528K Sell
23,771
-43,632
-65% -$1.28M ﹤0.01% 749
2024
Q1 		$2.95M Buy
67,403
+55,925
+487% +$3.11M 0.01% 442
2023
Q4 		$891K Buy
+11,478
New +$791K 0.01% 647

Other funds holding STEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northern Trust
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Bridgewater Associates's STEM Position: Q3 2024 in Review

Bridgewater Associates sold out of Stem (STEM) in Q3 2024, closing a stake of 23,771 shares — an estimated $528K sold.

Bridgewater Associates first reported a position in STEM in Q4 2023 and held it in 3 quarters. The position peaked at $2.95M in Q1 2024. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • Bridgewater Associates reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
  • Bridgewater Associates sold 23,771 Stem shares in Q3 2024, an estimated $528K.
  • Bridgewater Associates first reported a position in Stem in Q4 2023 and held it in 3 quarters.
  • Bridgewater Associates's Stem position peaked at $2.95M in Q1 2024.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Bridgewater Associates's 13F filing for Q3 2024, filed 13 Nov 2024.