Savant Capital’s Stem STEM Stock Holding History

Savant Capital’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	-1,017	Closed	-$22.6K	–	1462
2024 Q2	$22.6K	Buy	+1,017	New	+$29.8K	﹤0.01%	1252

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

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

ECM

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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 Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Savant Capital's STEM Position: Q3 2024 in Review

Savant Capital sold out of Stem (STEM) in Q3 2024, closing a stake of 1,017 shares — an estimated $22.6K sold.

Savant Capital first reported a position in STEM in Q2 2024 and held it in 1 quarter. The position peaked at $22.6K in Q2 2024. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

Savant Capital reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
Savant Capital sold 1,017 Stem shares in Q3 2024, an estimated $22.6K.
Savant Capital first reported a position in Stem in Q2 2024 and held it in 1 quarter.
Savant Capital's Stem position peaked at $22.6K in Q2 2024.
149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Savant Capital's 13F filing for Q3 2024, filed 4 Nov 2024.