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Lombard Odier Asset Management (USA)’s Stem STEM Stock Holding History

Lombard Odier Asset Management (USA)’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
-22,500
Closed -$1.91M – 428
2023
Q3 		$1.91M Sell
22,500
-3,750
-14% -$428K 0.04% 175
2023
Q2 		$3M Buy
26,250
+3,750
+17% +$372K 0.06% 163
2023
Q1 		$2.55M Buy
+22,500
New +$3.81M 0.06% 146

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

Lombard Odier Asset Management (USA)'s STEM Position: Q4 2023 in Review

Lombard Odier Asset Management (USA) sold out of Stem (STEM) in Q4 2023, closing a stake of 22,500 shares — an estimated $1.91M sold.

Lombard Odier Asset Management (USA) first reported a position in STEM in Q1 2023 and held it in 3 quarters. The position peaked at $3M in Q2 2023. 222 funds tracked by Wall St. Rank hold STEM as of Q4 2023.

  • Lombard Odier Asset Management (USA) reported no remaining Stem position as of Q4 2023 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 22,500 Stem shares in Q4 2023, an estimated $1.91M.
  • Lombard Odier Asset Management (USA) first reported a position in Stem in Q1 2023 and held it in 3 quarters.
  • Lombard Odier Asset Management (USA)'s Stem position peaked at $3M in Q2 2023.
  • 222 funds tracked by Wall St. Rank held Stem as of Q4 2023.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q4 2023, filed 14 Feb 2024.