EOJOAM
STEM icon

E. Ohman J:or Asset Management’s Stem STEM Stock Holding History

E. Ohman J:or Asset 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
2023
Q4 		– Sell
-20,000
Closed -$1.7M – 421
2023
Q3 		$1.7M Hold
20,000
– – 0.06% 161
2023
Q2 		$2.29M Sell
20,000
-5,760
-22% -$572K 0.08% 130
2023
Q1 		$2.92M Buy
25,760
+10,215
+66% +$1.73M 0.11% 105
2022
Q4 		$2.78M Buy
15,545
+12,895
+487% +$3.1M 0.12% 108
2022
Q3 		$707K Buy
+2,650
New +$678K 0.03% 275

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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

E. Ohman J:or Asset Management's STEM Position: Q4 2023 in Review

E. Ohman J:or Asset Management sold out of Stem (STEM) in Q4 2023, closing a stake of 20,000 shares — an estimated $1.7M sold.

E. Ohman J:or Asset Management first reported a position in STEM in Q3 2022 and held it in 5 quarters. The position peaked at $2.92M in Q1 2023. 222 funds tracked by Wall St. Rank hold STEM as of Q4 2023.

  • E. Ohman J:or Asset Management reported no remaining Stem position as of Q4 2023 after selling out during the quarter.
  • E. Ohman J:or Asset Management sold 20,000 Stem shares in Q4 2023, an estimated $1.7M.
  • E. Ohman J:or Asset Management first reported a position in Stem in Q3 2022 and held it in 5 quarters.
  • E. Ohman J:or Asset Management's Stem position peaked at $2.92M in Q1 2023.
  • 222 funds tracked by Wall St. Rank held Stem as of Q4 2023.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2023, filed 15 Feb 2024.