EMFO LLC’s Stem STEM Stock Holding History

EMFO LLC’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 Q1	–	Hold	0	–	-$89.4K	–	317
2022 Q4	–	Hold	0	–	–	–	128
2022 Q3	–	Hold	0	–	–	–	117
2022 Q2	–	Sell	-500	Closed	-$83.1K	–	158
2022 Q1	$110K	Buy	+500	New	+$116K	0.1%	140

Other funds holding STEM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return

SCM

SIR Capital Management New York $870M AUM 51.93% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

EMFO LLC's STEM Position: Q2 2024 in Review

EMFO LLC held its Stem (STEM) position steady in Q2 2024 at 1,457 shares worth $32.3K. The position accounts for 0.03% of the portfolio, ranked #170.

EMFO LLC first reported a position in STEM in Q4 2021 and has held it in 11 quarters since. The position peaked at $363K in Q4 2021. 182 funds tracked by Wall St. Rank hold STEM as of Q2 2024.

EMFO LLC held 1,457 shares of Stem worth $32.3K as of Q2 2024.
EMFO LLC left its Stem share count unchanged in Q2 2024.
Stem made up 0.03% of EMFO LLC's portfolio in Q2 2024, its #170 holding.
EMFO LLC first reported a position in Stem in Q4 2021 and has held it in 11 quarters since.
EMFO LLC's Stem position peaked at $363K in Q4 2021.
182 funds tracked by Wall St. Rank held Stem as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.