Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-873
Closed -$99.9K 734
2023
Q2
$99.9K Sell
873
-7,268
-89% -$721K 0.02% 468
2023
Q1
$923K Buy
8,141
+5,256
+182% +$891K 0.19% 148
2022
Q4
$516K Buy
+2,885
New +$693K 0.13% 220
2022
Q2
Sell
-2,717
Closed -$598K 612
2022
Q1
$598K Sell
2,717
-457
-14% -$106K 0.08% 291
2021
Q4
$1.2M Buy
+3,174
New +$1.38M 0.22% 142

Other funds holding STEM

Seven Eight Capital's STEM Position: Q3 2023 in Review

Seven Eight Capital sold out of Stem (STEM) in Q3 2023, closing a stake of 873 shares — an estimated $99.9K sold.

Seven Eight Capital first reported a position in STEM in Q4 2021 and held it in 5 quarters. The position peaked at $1.2M in Q4 2021. 224 funds tracked by Wall St. Rank hold STEM as of Q3 2023.

  • Seven Eight Capital reported no remaining Stem position as of Q3 2023 after selling out during the quarter.
  • Seven Eight Capital sold 873 Stem shares in Q3 2023, an estimated $99.9K.
  • Seven Eight Capital first reported a position in Stem in Q4 2021 and held it in 5 quarters.
  • Seven Eight Capital's Stem position peaked at $1.2M in Q4 2021.
  • 224 funds tracked by Wall St. Rank held Stem as of Q3 2023.

Based on Seven Eight Capital's 13F filing for Q3 2023, filed 14 Nov 2023.