Clean Yield Group’s Stem STEM Stock Holding History

Clean Yield Group’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	-1	Closed	-$41	–	384
2023 Q3	$41	Buy	+1	New	+$114	﹤0.01%	372

Other funds holding STEM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clean Yield Group's STEM Position: Q4 2023 in Review

Clean Yield Group sold out of Stem (STEM) in Q4 2023, closing a stake of 1 share — an estimated $41 sold.

Clean Yield Group first reported a position in STEM in Q3 2023 and held it in 1 quarter. The position peaked at $41 in Q3 2023. 222 funds tracked by Wall St. Rank hold STEM as of Q4 2023.

Clean Yield Group reported no remaining Stem position as of Q4 2023 after selling out during the quarter.
Clean Yield Group sold 1 Stem share in Q4 2023, an estimated $41.
Clean Yield Group first reported a position in Stem in Q3 2023 and held it in 1 quarter.
Clean Yield Group's Stem position peaked at $41 in Q3 2023.
222 funds tracked by Wall St. Rank held Stem as of Q4 2023.

Based on Clean Yield Group's 13F filing for Q4 2023, filed 24 Jan 2024.