swisspartners’s Stem STEM Stock Holding History

swisspartners’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
2022 Q4	$179K	Hold	1,000	–	–	0.23%	65
2022 Q3	$267K	Hold	1,000	–	–	0.28%	60
2022 Q2	$148K	Hold	1,000	–	–	0.14%	74
2022 Q1	$220K	Hold	1,000	–	–	0.17%	74
2021 Q4	$385K	Hold	1,000	–	–	0.27%	63
2021 Q3	$478K	Hold	1,000	–	–	0.37%	54
2021 Q2	$720K	Buy	+1,000	New	+$544K	0.51%	51

Other funds holding STEM

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 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

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

swisspartners's STEM Position: Q4 2022 in Review

swisspartners held its Stem (STEM) position steady in Q4 2022 at 1,000 shares worth $179K. The position accounts for 0.23% of the portfolio, ranked #65.

swisspartners first reported a position in STEM in Q2 2021 and has held it in 7 quarters since. The position peaked at $720K in Q2 2021. 234 funds tracked by Wall St. Rank hold STEM as of Q4 2022.

swisspartners held 1,000 shares of Stem worth $179K as of Q4 2022.
swisspartners left its Stem share count unchanged in Q4 2022.
Stem made up 0.23% of swisspartners's portfolio in Q4 2022, its #65 holding.
swisspartners first reported a position in Stem in Q2 2021 and has held it in 7 quarters since.
swisspartners's Stem position peaked at $720K in Q2 2021.
234 funds tracked by Wall St. Rank held Stem as of Q4 2022.

Based on swisspartners's 13F filing for Q4 2022, filed 14 Feb 2023.