EC
STEM icon

Elequin Capital’s Stem STEM Stock Holding History

Elequin Capital’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
Q1 		– Sell
-1
Closed -$17 – 618
2024
Q4 		$17 Buy
+1
New +$9 ﹤0.01% 510
2024
Q3 		– Hold
0
– – – 378
2024
Q2 		– Sell
-3
Closed -$142 – 345
2024
Q1 		$142 Buy
+3
New +$167 ﹤0.01% 227
2023
Q3 		– Sell
-8
Closed -$892 – 598
2023
Q2 		$892 Buy
+8
New +$794 ﹤0.01% 481
2022
Q4 		– Sell
-20
Closed -$5K – 723
2022
Q3 		$5K Sell
20
-24
-55% -$6.14K ﹤0.01% 328
2022
Q2 		$6K Buy
44
+14
+47% +$2.33K ﹤0.01% 281
2022
Q1 		$7K Buy
+30
New +$6.98K ﹤0.01% 200

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Elequin Capital's STEM Position: Q1 2025 in Review

Elequin Capital sold out of Stem (STEM) in Q1 2025, closing a stake of 1 share — an estimated $17 sold.

Elequin Capital first reported a position in STEM in Q1 2022 and held it in 6 quarters. The position peaked at $7K in Q1 2022. 154 funds tracked by Wall St. Rank hold STEM as of Q1 2025.

  • Elequin Capital reported no remaining Stem position as of Q1 2025 after selling out during the quarter.
  • Elequin Capital sold 1 Stem share in Q1 2025, an estimated $17.
  • Elequin Capital first reported a position in Stem in Q1 2022 and held it in 6 quarters.
  • Elequin Capital's Stem position peaked at $7K in Q1 2022.
  • 154 funds tracked by Wall St. Rank held Stem as of Q1 2025.

Based on Elequin Capital's 13F filing for Q1 2025, filed 13 May 2025.