Schroder Investment Management Group
STEM icon

Schroder Investment Management Group’s Stem STEM Stock Holding History

Schroder Investment Management Group’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
-670,697
Closed -$14.9M – 1262
2024
Q2 		$14.9M Buy
670,697
+49,904
+8% +$1.46M 0.02% 546
2024
Q1 		$27.2M Buy
620,793
+49,227
+9% +$2.74M 0.03% 427
2023
Q4 		$44.4M Buy
571,566
+18,012
+3% +$1.24M 0.06% 304
2023
Q3 		$46.9M Buy
553,554
+21,941
+4% +$2.51M 0.07% 266
2023
Q2 		$60.8M Buy
531,613
+133,122
+33% +$13.2M 0.09% 229
2023
Q1 		$45.2M Buy
398,491
+92,915
+30% +$15.7M 0.07% 293
2022
Q4 		$54.6M Buy
305,576
+151,692
+99% +$36.5M 0.09% 234
2022
Q3 		$41.1M Buy
+153,884
New +$39.4M 0.07% 285

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1B AUM 51.95% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Schroder Investment Management Group's STEM Position: Q3 2024 in Review

Schroder Investment Management Group sold out of Stem (STEM) in Q3 2024, closing a stake of 670,697 shares — an estimated $14.9M sold.

Schroder Investment Management Group first reported a position in STEM in Q3 2022 and held it in 8 quarters. The position peaked at $60.8M in Q2 2023. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • Schroder Investment Management Group reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 670,697 Stem shares in Q3 2024, an estimated $14.9M.
  • Schroder Investment Management Group first reported a position in Stem in Q3 2022 and held it in 8 quarters.
  • Schroder Investment Management Group's Stem position peaked at $60.8M in Q2 2023.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Schroder Investment Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.