MAM
STEM icon

Maytree Asset Management’s Stem STEM Stock Holding History

Maytree Asset 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
2024
Q3 		– Sell
-9,177
Closed -$204K – 24
2024
Q2 		$204K Sell
9,177
-3,258
-26% -$95.5K 0.21% 21
2024
Q1 		$545K Hold
12,435
– – 1.02% 13
2023
Q4 		$965K Hold
12,435
– – 1.22% 17
2023
Q3 		$1.05M Sell
12,435
-14,836
-54% -$1.69M 1.35% 8
2023
Q2 		$3.12M Buy
27,271
+421
+2% +$41.8K 3.15% 7
2023
Q1 		$3.04M Buy
+26,850
New +$4.55M 3.26% 9

Other funds holding STEM

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
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
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Maytree Asset Management's STEM Position: Q3 2024 in Review

Maytree Asset Management sold out of Stem (STEM) in Q3 2024, closing a stake of 9,177 shares — an estimated $204K sold.

Maytree Asset Management first reported a position in STEM in Q1 2023 and held it in 6 quarters. The position peaked at $3.12M in Q2 2023. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • Maytree Asset Management reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
  • Maytree Asset Management sold 9,177 Stem shares in Q3 2024, an estimated $204K.
  • Maytree Asset Management first reported a position in Stem in Q1 2023 and held it in 6 quarters.
  • Maytree Asset Management's Stem position peaked at $3.12M in Q2 2023.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Maytree Asset Management's 13F filing for Q3 2024, filed 4 Nov 2024.