Joel Greenblatt’s Stem STEM Stock Holding History

Joel Greenblatt’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
2022 Q4	–	Sell	-1,114	Closed	-$297K	–	1312
2022 Q3	$297K	Buy	+1,114	New	+$285K	0.01%	982

Other funds holding STEM

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

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

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

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Joel Greenblatt's STEM Position: Q4 2022 in Review

Joel Greenblatt sold out of Stem (STEM) in Q4 2022, closing a stake of 1,114 shares — an estimated $297K sold.

Joel Greenblatt first reported a position in STEM in Q3 2022 and held it in 1 quarter. The position peaked at $297K in Q3 2022. 234 funds tracked by Wall St. Rank hold STEM as of Q4 2022.

Joel Greenblatt reported no remaining Stem position as of Q4 2022 after selling out during the quarter.
Joel Greenblatt sold 1,114 Stem shares in Q4 2022, an estimated $297K.
Joel Greenblatt first reported a position in Stem in Q3 2022 and held it in 1 quarter.
Joel Greenblatt's Stem position peaked at $297K in Q3 2022.
234 funds tracked by Wall St. Rank held Stem as of Q4 2022.

Based on Gotham Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.