GHAM
STEM icon

Gilman Hill Asset Management’s Stem STEM Stock Holding History

Gilman Hill 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
-625
Closed -$53K – 223
2023
Q3 		$53K Sell
625
-975
-61% -$111K 0.01% 204
2023
Q2 		$183K Buy
1,600
+975
+156% +$96.8K 0.03% 207
2023
Q1 		$70.9K Buy
+625
New +$106K 0.01% 203

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

Gilman Hill Asset Management's STEM Position: Q4 2023 in Review

Gilman Hill Asset Management sold out of Stem (STEM) in Q4 2023, closing a stake of 625 shares — an estimated $53K sold.

Gilman Hill Asset Management first reported a position in STEM in Q1 2023 and held it in 3 quarters. The position peaked at $183K in Q2 2023. 222 funds tracked by Wall St. Rank hold STEM as of Q4 2023.

  • Gilman Hill Asset Management reported no remaining Stem position as of Q4 2023 after selling out during the quarter.
  • Gilman Hill Asset Management sold 625 Stem shares in Q4 2023, an estimated $53K.
  • Gilman Hill Asset Management first reported a position in Stem in Q1 2023 and held it in 3 quarters.
  • Gilman Hill Asset Management's Stem position peaked at $183K in Q2 2023.
  • 222 funds tracked by Wall St. Rank held Stem as of Q4 2023.

Based on Gilman Hill Asset Management's 13F filing for Q4 2023, filed 10 Jan 2024.