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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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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.