Capital Fund Management (CFM)
STEM icon

Capital Fund Management (CFM)’s Stem STEM Stock Holding History

Capital Fund Management (CFM)’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
Q4 		– Sell
-5,008
Closed -$345K – 2284
2023
Q3 		$425K Sell
5,008
-1,268
-20% -$145K ﹤0.01% 1822
2023
Q2 		$718K Buy
+6,276
New +$623K ﹤0.01% 1497
2022
Q1 		– Sell
-880
Closed -$334K – 1766
2021
Q4 		$334K Buy
+880
New +$381K ﹤0.01% 1512

Other funds holding STEM

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Capital Fund Management (CFM)'s STEM Position: Q4 2023 in Review

Capital Fund Management (CFM) sold out of Stem (STEM) in Q4 2023, closing a stake of 5,008 shares — an estimated $345K sold.

Capital Fund Management (CFM) first reported a position in STEM in Q4 2021 and held it in 3 quarters. The position peaked at $718K in Q2 2023. 222 funds tracked by Wall St. Rank hold STEM as of Q4 2023.

  • Capital Fund Management (CFM) reported no remaining Stem position as of Q4 2023 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 5,008 Stem shares in Q4 2023, an estimated $345K.
  • Capital Fund Management (CFM) first reported a position in Stem in Q4 2021 and held it in 3 quarters.
  • Capital Fund Management (CFM)'s Stem position peaked at $718K in Q2 2023.
  • 222 funds tracked by Wall St. Rank held Stem as of Q4 2023.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2023, filed 14 Feb 2024.