Levin Capital Strategies’s Stem STEM Stock Holding History

Levin Capital Strategies’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 Q2	–	Sell	-750	Closed	-$165K	–	335
2022 Q1	$165K	Buy	+750	New	+$175K	0.02%	261

Other funds holding STEM

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Levin Capital Strategies's STEM Position: Q1 2025 in Review

Levin Capital Strategies sold out of Stem (STEM) in Q1 2025, closing a stake of 5,000 shares — an estimated $60.3K sold.

Levin Capital Strategies first reported a position in STEM in Q4 2021 and held it in 13 quarters. The position peaked at $10.9M in Q3 2022. 154 funds tracked by Wall St. Rank hold STEM as of Q1 2025.

Levin Capital Strategies reported no remaining Stem position as of Q1 2025 after selling out during the quarter.
Levin Capital Strategies sold 5,000 Stem shares in Q1 2025, an estimated $60.3K.
Levin Capital Strategies first reported a position in Stem in Q4 2021 and held it in 13 quarters.
Levin Capital Strategies's Stem position peaked at $10.9M in Q3 2022.
154 funds tracked by Wall St. Rank held Stem as of Q1 2025.

Based on Levin Capital Strategies's 13F filing for Q1 2025, filed 9 May 2025.