CCM
STEM icon

Chickasaw Capital Management’s Stem STEM Stock Holding History

Chickasaw 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
2025
Q2 		– Sell
-500
Closed -$4K – 100
2025
Q1 		$4K Hold
500
– – ﹤0.01% 94
2024
Q4 		$6K Hold
500
– – ﹤0.01% 96
2024
Q3 		$3K Hold
500
– – ﹤0.01% 100
2024
Q2 		$11K Buy
+500
New +$14.7K ﹤0.01% 98

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Chickasaw Capital Management's STEM Position: Q2 2025 in Review

Chickasaw Capital Management sold out of Stem (STEM) in Q2 2025, closing a stake of 500 shares — an estimated $4K sold.

Chickasaw Capital Management first reported a position in STEM in Q2 2024 and held it in 4 quarters. The position peaked at $11K in Q2 2024. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • Chickasaw Capital Management reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • Chickasaw Capital Management sold 500 Stem shares in Q2 2025, an estimated $4K.
  • Chickasaw Capital Management first reported a position in Stem in Q2 2024 and held it in 4 quarters.
  • Chickasaw Capital Management's Stem position peaked at $11K in Q2 2024.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on Chickasaw Capital Management's 13F filing for Q2 2025, filed 10 Jul 2025.