NMM
STEM icon

Naples Money Management’s Stem STEM Stock Holding History

Naples Money 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 		$81 Sell
12
-10
-45% -$157 ﹤0.01% 376
2024
Q2 		$450 Hold
22
– – ﹤0.01% 375
2024
Q1 		$948 Hold
22
– – ﹤0.01% 361
2023
Q4 		$1.68K Buy
+22
New +$1.52K ﹤0.01% 348

Other funds holding STEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.16B AUM 53.61% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Naples Money Management's STEM Position: Q3 2024 in Review

Naples Money Management reduced its Stem (STEM) stake by 45% in Q3 2024, selling an estimated $157 and leaving 12 shares worth $81. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Naples Money Management first reported a position in STEM in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.68K in Q4 2023. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • Naples Money Management held 12 shares of Stem worth $81 as of Q3 2024.
  • Naples Money Management sold 10 Stem shares in Q3 2024, an estimated $157.
  • Stem made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #376 holding.
  • Naples Money Management first reported a position in Stem in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Stem position peaked at $1.68K in Q4 2023.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.