SPPAM
STEM icon

Summit Partners Public Asset Management’s Stem STEM Stock Holding History

Summit Partners Public Asset 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
Q1 		– Sell
-71,889
Closed -$12.9M – 132
2022
Q4 		$12.9M Buy
71,889
+54,890
+323% +$13.2M 0.81% 45
2022
Q3 		$4.54M Buy
+16,999
New +$4.35M 0.23% 85
2021
Q4 		– Sell
-27,324
Closed -$13.1M – 164
2021
Q3 		$13.1M Buy
27,324
+9,825
+56% +$5.17M 0.41% 72
2021
Q2 		$12.6M Buy
+17,499
New +$9.52M 0.45% 73

Other funds holding STEM

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Partners Public Asset Management's STEM Position: Q1 2023 in Review

Summit Partners Public Asset Management sold out of Stem (STEM) in Q1 2023, closing a stake of 71,889 shares — an estimated $12.9M sold.

Summit Partners Public Asset Management first reported a position in STEM in Q2 2021 and held it in 4 quarters. The position peaked at $13.1M in Q3 2021. 227 funds tracked by Wall St. Rank hold STEM as of Q1 2023.

  • Summit Partners Public Asset Management reported no remaining Stem position as of Q1 2023 after selling out during the quarter.
  • Summit Partners Public Asset Management sold 71,889 Stem shares in Q1 2023, an estimated $12.9M.
  • Summit Partners Public Asset Management first reported a position in Stem in Q2 2021 and held it in 4 quarters.
  • Summit Partners Public Asset Management's Stem position peaked at $13.1M in Q3 2021.
  • 227 funds tracked by Wall St. Rank held Stem as of Q1 2023.

Based on Summit Partners Public Asset Management's 13F filing for Q1 2023, filed 15 May 2023.