LBP AM’s Stem STEM Stock Holding History

LBP AM’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 Q2	–	Sell	-1,800	Closed	-$204K	–	479
2023 Q1	$204K	Buy	+1,800	New	+$305K	0.01%	456

Other funds holding STEM

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

LBP AM's STEM Position: Q2 2023 in Review

LBP AM sold out of Stem (STEM) in Q2 2023, closing a stake of 1,800 shares — an estimated $204K sold.

LBP AM first reported a position in STEM in Q1 2023 and held it in 1 quarter. The position peaked at $204K in Q1 2023. 225 funds tracked by Wall St. Rank hold STEM as of Q2 2023.

LBP AM reported no remaining Stem position as of Q2 2023 after selling out during the quarter.
LBP AM sold 1,800 Stem shares in Q2 2023, an estimated $204K.
LBP AM first reported a position in Stem in Q1 2023 and held it in 1 quarter.
LBP AM's Stem position peaked at $204K in Q1 2023.
225 funds tracked by Wall St. Rank held Stem as of Q2 2023.

Based on LBP AM's 13F filing for Q2 2023, filed 14 Aug 2023.