LOIM
STEM icon

Liberty One Investment Management’s Stem STEM Stock Holding History

Liberty One Investment 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
-21
Closed -$3.83K – 172
2022
Q4 		$3.83K Hold
21
– – ﹤0.01% 149
2022
Q3 		$6K Buy
+21
New +$5.37K ﹤0.01% 148
2022
Q2 		– Sell
-2,602
Closed -$573K – 162
2022
Q1 		$573K Buy
2,602
+276
+12% +$64.3K 0.09% 104
2021
Q4 		$882K Buy
2,326
+284
+14% +$123K 0.13% 104
2021
Q3 		$975K Buy
+2,042
New +$1.07M 0.17% 100

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

Liberty One Investment Management's STEM Position: Q1 2023 in Review

Liberty One Investment Management sold out of Stem (STEM) in Q1 2023, closing a stake of 21 shares — an estimated $3.83K sold.

Liberty One Investment Management first reported a position in STEM in Q3 2021 and held it in 5 quarters. The position peaked at $975K in Q3 2021. 227 funds tracked by Wall St. Rank hold STEM as of Q1 2023.

  • Liberty One Investment Management reported no remaining Stem position as of Q1 2023 after selling out during the quarter.
  • Liberty One Investment Management sold 21 Stem shares in Q1 2023, an estimated $3.83K.
  • Liberty One Investment Management first reported a position in Stem in Q3 2021 and held it in 5 quarters.
  • Liberty One Investment Management's Stem position peaked at $975K in Q3 2021.
  • 227 funds tracked by Wall St. Rank held Stem as of Q1 2023.

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