Swiss Life Asset Management’s Stem STEM Stock Holding History

Swiss Life 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
2024 Q3	–	Sell	-35,988	Closed	-$799K	–	653
2024 Q2	$799K	Hold	35,988	–	–	0.01%	455
2024 Q1	$1.58M	Buy	35,988 +7,901	+28%	+$439K	0.02%	374
2023 Q4	$2.18M	Buy	28,087 +8,224	+41%	+$567K	0.03%	428
2023 Q3	$1.68M	Sell	19,863 -2,180	-10%	-$249K	0.03%	511
2023 Q2	$2.52M	Buy	22,043 +2,090	+10%	+$207K	0.04%	447
2023 Q1	$2.26M	Buy	19,953 +7,480	+60%	+$1.27M	0.03%	475
2022 Q4	$2.24M	Buy	+12,473	New	+$3M	0.04%	417

Other funds holding STEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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 Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Swiss Life Asset Management's STEM Position: Q3 2024 in Review

Swiss Life Asset Management sold out of Stem (STEM) in Q3 2024, closing a stake of 35,988 shares — an estimated $799K sold.

Swiss Life Asset Management first reported a position in STEM in Q4 2022 and held it in 7 quarters. The position peaked at $2.52M in Q2 2023. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

Swiss Life Asset Management reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
Swiss Life Asset Management sold 35,988 Stem shares in Q3 2024, an estimated $799K.
Swiss Life Asset Management first reported a position in Stem in Q4 2022 and held it in 7 quarters.
Swiss Life Asset Management's Stem position peaked at $2.52M in Q2 2023.
149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Swiss Life Asset Management's 13F filing for Q3 2024, filed 9 Dec 2025.