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Burleson & Co’s Stem STEM Stock Holding History

Burleson & Co’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
2022
Q3 		– Sell
-250
Closed -$2K – 486
2022
Q2 		$2K Hold
250
– – ﹤0.01% 348
2022
Q1 		$7K Buy
250
+235
+1,567% +$54.7K ﹤0.01% 287
2021
Q4 		$1K Buy
+15
New +$6.5K ﹤0.01% 344

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Burleson & Co's STEM Position: Q4 2022 in Review

Burleson & Co reduced its Stem (STEM) stake by 78% in Q4 2022, selling an estimated $6.57M and leaving 7,679 shares worth $1.37M. The position accounts for 0.34% of the portfolio, ranked #72.

Burleson & Co first reported a position in STEM in Q1 2021 and has held it in 8 quarters since. The position peaked at $10.8M in Q3 2021. 234 funds tracked by Wall St. Rank hold STEM as of Q4 2022.

  • Burleson & Co held 7,679 shares of Stem worth $1.37M as of Q4 2022.
  • Burleson & Co sold 27,324 Stem shares in Q4 2022, an estimated $6.57M.
  • Stem made up 0.34% of Burleson & Co's portfolio in Q4 2022, its #72 holding.
  • Burleson & Co first reported a position in Stem in Q1 2021 and has held it in 8 quarters since.
  • Burleson & Co's Stem position peaked at $10.8M in Q3 2021.
  • 234 funds tracked by Wall St. Rank held Stem as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.