GIPM
STEM icon

G2 Investment Partners Management’s Stem STEM Stock Holding History

G2 Investment Partners 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
Q1 		– Sell
-27,550
Closed -$4.93M – 110
2022
Q4 		$4.93M Sell
27,550
-1,787
-6% -$429K 1.46% 26
2022
Q3 		$7.83M Buy
29,337
+13,159
+81% +$3.37M 2.43% 12
2022
Q2 		$2.32M Buy
16,178
+2,628
+19% +$437K 0.74% 40
2022
Q1 		$2.98M Sell
13,550
-10,053
-43% -$2.34M 0.71% 43
2021
Q4 		$8.96M Buy
23,603
+21,853
+1,249% +$9.47M 1.54% 25
2021
Q3 		$836K Sell
1,750
-1,550
-47% -$815K 0.15% 59
2021
Q2 		$2.38M Buy
3,300
+30
+0.9% +$16.3K 0.39% 57
2021
Q1 		$1.74M Buy
+3,270
New +$2.1M 0.28% 70

Other funds holding STEM

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

G2 Investment Partners Management's STEM Position: Q1 2023 in Review

G2 Investment Partners Management sold out of Stem (STEM) in Q1 2023, closing a stake of 27,550 shares — an estimated $4.93M sold.

G2 Investment Partners Management first reported a position in STEM in Q1 2021 and held it in 8 quarters. The position peaked at $8.96M in Q4 2021. 227 funds tracked by Wall St. Rank hold STEM as of Q1 2023.

  • G2 Investment Partners Management reported no remaining Stem position as of Q1 2023 after selling out during the quarter.
  • G2 Investment Partners Management sold 27,550 Stem shares in Q1 2023, an estimated $4.93M.
  • G2 Investment Partners Management first reported a position in Stem in Q1 2021 and held it in 8 quarters.
  • G2 Investment Partners Management's Stem position peaked at $8.96M in Q4 2021.
  • 227 funds tracked by Wall St. Rank held Stem as of Q1 2023.

Based on G2 Investment Partners Management's 13F filing for Q1 2023, filed 15 May 2023.