SCM
STEM icon

Steele Capital Management’s Stem STEM Stock Holding History

Steele Capital Management’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
-6,250
Closed -$139K – 149
2024
Q2 		$139K Hold
6,250
– – 0.01% 173
2024
Q1 		$274K Hold
6,250
– – 0.02% 142
2023
Q4 		$485K Buy
+6,250
New +$431K 0.03% 94

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

Steele Capital Management's STEM Position: Q3 2024 in Review

Steele Capital Management sold out of Stem (STEM) in Q3 2024, closing a stake of 6,250 shares — an estimated $139K sold.

Steele Capital Management first reported a position in STEM in Q4 2023 and held it in 3 quarters. The position peaked at $485K in Q4 2023. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • Steele Capital Management reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
  • Steele Capital Management sold 6,250 Stem shares in Q3 2024, an estimated $139K.
  • Steele Capital Management first reported a position in Stem in Q4 2023 and held it in 3 quarters.
  • Steele Capital Management's Stem position peaked at $485K in Q4 2023.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Steele Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.