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Oppenheimer & Co’s Stem STEM Stock Holding History

Oppenheimer & Co’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
Q4 		– Sell
-5,308
Closed -$37K – 1642
2024
Q3 		$37K Sell
5,308
-1,517
-22% -$23.9K ﹤0.01% 1486
2024
Q2 		$152K Buy
6,825
+5,060
+287% +$148K ﹤0.01% 1367
2024
Q1 		$77.3K Sell
1,765
-34
-2% -$1.89K ﹤0.01% 1398
2023
Q4 		$140K Sell
1,799
-181
-9% -$12.5K ﹤0.01% 1320
2023
Q3 		$168K Sell
1,980
-29
-1% -$3.31K ﹤0.01% 1280
2023
Q2 		$230K Sell
2,009
-108
-5% -$10.7K ﹤0.01% 1250
2023
Q1 		$240K Buy
2,117
+26
+1% +$4.41K 0.01% 1194
2022
Q4 		$374K Sell
2,091
-34
-2% -$8.17K 0.01% 1010
2022
Q3 		$567K Buy
2,125
+17
+0.8% +$4.35K 0.01% 847
2022
Q2 		$302K Sell
2,108
-13
-0.6% -$2.16K 0.01% 1109
2022
Q1 		$467K Buy
2,121
+999
+89% +$233K 0.01% 1039
2021
Q4 		$426K Sell
1,122
-594
-35% -$257K 0.01% 1103
2021
Q3 		$820K Buy
1,716
+605
+54% +$318K 0.02% 814
2021
Q2 		$800K Buy
+1,111
New +$605K 0.01% 838

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Oppenheimer & Co's STEM Position: Q4 2024 in Review

Oppenheimer & Co sold out of Stem (STEM) in Q4 2024, closing a stake of 5,308 shares — an estimated $37K sold.

Oppenheimer & Co first reported a position in STEM in Q2 2021 and held it in 14 quarters. The position peaked at $820K in Q3 2021. 141 funds tracked by Wall St. Rank hold STEM as of Q4 2024.

  • Oppenheimer & Co reported no remaining Stem position as of Q4 2024 after selling out during the quarter.
  • Oppenheimer & Co sold 5,308 Stem shares in Q4 2024, an estimated $37K.
  • Oppenheimer & Co first reported a position in Stem in Q2 2021 and held it in 14 quarters.
  • Oppenheimer & Co's Stem position peaked at $820K in Q3 2021.
  • 141 funds tracked by Wall St. Rank held Stem as of Q4 2024.

Based on Oppenheimer & Co's 13F filing for Q4 2024, filed 5 Feb 2025.