SEI Investments
STEM icon

SEI Investments’s Stem STEM Stock Holding History

SEI Investments’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
-2,182
Closed -$48.4K – 2758
2024
Q2 		$48.4K Buy
2,182
+270
+14% +$7.91K ﹤0.01% 2590
2024
Q1 		$83.7K Hold
1,912
– – ﹤0.01% 2520
2023
Q4 		$148K Buy
1,912
+90
+5% +$6.21K ﹤0.01% 2478
2023
Q3 		$154K Sell
1,822
-513
-22% -$58.6K ﹤0.01% 2463
2023
Q2 		$267K Buy
2,335
+749
+47% +$74.3K ﹤0.01% 2378
2023
Q1 		$180K Buy
1,586
+866
+120% +$147K ﹤0.01% 2499
2022
Q4 		$129K Buy
720
+181
+34% +$43.5K ﹤0.01% 2416
2022
Q3 		$144K Buy
+539
New +$138K ﹤0.01% 2522

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

SEI Investments's STEM Position: Q3 2024 in Review

SEI Investments sold out of Stem (STEM) in Q3 2024, closing a stake of 2,182 shares — an estimated $48.4K sold.

SEI Investments first reported a position in STEM in Q3 2022 and held it in 8 quarters. The position peaked at $267K in Q2 2023. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • SEI Investments reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
  • SEI Investments sold 2,182 Stem shares in Q3 2024, an estimated $48.4K.
  • SEI Investments first reported a position in Stem in Q3 2022 and held it in 8 quarters.
  • SEI Investments's Stem position peaked at $267K in Q2 2023.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on SEI Investments's 13F filing for Q3 2024, filed 12 Nov 2024.