SHIM
STEM icon

Stone House Investment Management’s Stem STEM Stock Holding History

Stone House Investment 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
2023
Q4 		– Sell
-24
Closed -$2.03K – 364
2023
Q3 		$2.03K Hold
24
– – ﹤0.01% 260
2023
Q2 		$2.74K Buy
24
+5
+26% +$496 ﹤0.01% 243
2023
Q1 		$2.15K Buy
+19
New +$3.22K ﹤0.01% 246

Other funds holding STEM

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stone House Investment Management's STEM Position: Q4 2023 in Review

Stone House Investment Management sold out of Stem (STEM) in Q4 2023, closing a stake of 24 shares — an estimated $2.03K sold.

Stone House Investment Management first reported a position in STEM in Q1 2023 and held it in 3 quarters. The position peaked at $2.74K in Q2 2023. 222 funds tracked by Wall St. Rank hold STEM as of Q4 2023.

  • Stone House Investment Management reported no remaining Stem position as of Q4 2023 after selling out during the quarter.
  • Stone House Investment Management sold 24 Stem shares in Q4 2023, an estimated $2.03K.
  • Stone House Investment Management first reported a position in Stem in Q1 2023 and held it in 3 quarters.
  • Stone House Investment Management's Stem position peaked at $2.74K in Q2 2023.
  • 222 funds tracked by Wall St. Rank held Stem as of Q4 2023.

Based on Stone House Investment Management's 13F filing for Q4 2023, filed 31 Jan 2024.