C
STEM icon

Covestor’s Stem STEM Stock Holding History

Covestor’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
Q4 		– Sell
-2
Closed – – 2713
2024
Q3 		$0 Hold
2
– – ﹤0.01% 2735
2024
Q2 		$0 Buy
2
+1
+100% +$29 ﹤0.01% 2727
2024
Q1 		$0 Hold
1
– – ﹤0.01% 2710
2023
Q4 		$0 Hold
1
– – ﹤0.01% 2691
2023
Q3 		$0 Hold
1
– – ﹤0.01% 2686
2023
Q2 		$0 Hold
1
– – ﹤0.01% 2625
2023
Q1 		$0 Hold
1
– – ﹤0.01% 2557
2022
Q4 		$0 Hold
1
– – ﹤0.01% 2581
2022
Q3 		$0 Hold
1
– – ﹤0.01% 2575
2022
Q2 		$0 Hold
1
– – ﹤0.01% 2347
2022
Q1 		$0 Hold
1
– – ﹤0.01% 2432
2021
Q4 		$0 Buy
+1
New +$433 ﹤0.01% 2295

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Covestor's STEM Position: Q4 2024 in Review

Covestor sold out of Stem (STEM) in Q4 2024, closing a stake of 2 shares.

Covestor first reported a position in STEM in Q4 2021 and held it in 12 quarters. The position peaked at $0 in Q3 2024. 141 funds tracked by Wall St. Rank hold STEM as of Q4 2024.

  • Covestor reported no remaining Stem position as of Q4 2024 after selling out during the quarter.
  • Covestor sold 2 Stem shares in Q4 2024.
  • Covestor first reported a position in Stem in Q4 2021 and held it in 12 quarters.
  • Covestor's Stem position peaked at $0 in Q3 2024.
  • 141 funds tracked by Wall St. Rank held Stem as of Q4 2024.

Based on Covestor's 13F filing for Q4 2024, filed 13 Feb 2025.