Measured Risk Portfolios’s Stem STEM Stock Holding History

Measured Risk Portfolios’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
2025 Q1	–	Sell	-39	Closed	-$464	–	274
2024 Q4	$464	Buy	+39	New	+$336	﹤0.01%	295

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

Measured Risk Portfolios's STEM Position: Q1 2025 in Review

Measured Risk Portfolios sold out of Stem (STEM) in Q1 2025, closing a stake of 39 shares — an estimated $464 sold.

Measured Risk Portfolios first reported a position in STEM in Q4 2024 and held it in 1 quarter. The position peaked at $464 in Q4 2024. 154 funds tracked by Wall St. Rank hold STEM as of Q1 2025.

Measured Risk Portfolios reported no remaining Stem position as of Q1 2025 after selling out during the quarter.
Measured Risk Portfolios sold 39 Stem shares in Q1 2025, an estimated $464.
Measured Risk Portfolios first reported a position in Stem in Q4 2024 and held it in 1 quarter.
Measured Risk Portfolios's Stem position peaked at $464 in Q4 2024.
154 funds tracked by Wall St. Rank held Stem as of Q1 2025.

Based on Measured Risk Portfolios's 13F filing for Q1 2025, filed 13 May 2025.