Polar Capital Holdings’s Stem STEM Stock Holding History

Polar Capital Holdings’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
2022 Q4	–	Sell	-513	Closed	-$137	–	390
2022 Q3	$137	Hold	513	–	–	﹤0.01%	385
2022 Q2	$73	Sell	513 -53	-9%	-$8.81K	﹤0.01%	407
2022 Q1	$125	Hold	566	–	–	﹤0.01%	432
2021 Q4	$215	Buy	+566	New	+$245K	﹤0.01%	416

Other funds holding STEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Polar Capital Holdings's STEM Position: Q4 2022 in Review

Polar Capital Holdings sold out of Stem (STEM) in Q4 2022, closing a stake of 513 shares — an estimated $137 sold.

Polar Capital Holdings first reported a position in STEM in Q4 2021 and held it in 4 quarters. The position peaked at $215 in Q4 2021. 234 funds tracked by Wall St. Rank hold STEM as of Q4 2022.

Polar Capital Holdings reported no remaining Stem position as of Q4 2022 after selling out during the quarter.
Polar Capital Holdings sold 513 Stem shares in Q4 2022, an estimated $137.
Polar Capital Holdings first reported a position in Stem in Q4 2021 and held it in 4 quarters.
Polar Capital Holdings's Stem position peaked at $215 in Q4 2021.
234 funds tracked by Wall St. Rank held Stem as of Q4 2022.

Based on Polar Capital Holdings's 13F filing for Q4 2022, filed 14 Feb 2023.