TIM
STEM icon

Tortoise Investment Management’s Stem STEM Stock Holding History

Tortoise 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
2024
Q2 		– Sell
-642
Closed -$28.1K – 901
2024
Q1 		$28.1K Hold
642
– – ﹤0.01% 464
2023
Q4 		$49.8K Hold
642
– – 0.01% 355
2023
Q3 		$54.5K Hold
642
– – 0.01% 336
2023
Q2 		$73.5K Hold
642
– – 0.01% 310
2023
Q1 		$72.8K Hold
642
– – 0.01% 299
2022
Q4 		$115K Hold
642
– – 0.02% 252
2022
Q3 		$171K Sell
642
-500
-44% -$128K 0.03% 193
2022
Q2 		$164K Hold
1,142
– – 0.03% 185
2022
Q1 		$252K Sell
1,142
-500
-30% -$116K 0.05% 158
2021
Q4 		$623K Buy
+1,642
New +$712K 0.12% 103

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Tortoise Investment Management's STEM Position: Q2 2024 in Review

Tortoise Investment Management sold out of Stem (STEM) in Q2 2024, closing a stake of 642 shares — an estimated $28.1K sold.

Tortoise Investment Management first reported a position in STEM in Q4 2021 and held it in 10 quarters. The position peaked at $623K in Q4 2021. 182 funds tracked by Wall St. Rank hold STEM as of Q2 2024.

  • Tortoise Investment Management reported no remaining Stem position as of Q2 2024 after selling out during the quarter.
  • Tortoise Investment Management sold 642 Stem shares in Q2 2024, an estimated $28.1K.
  • Tortoise Investment Management first reported a position in Stem in Q4 2021 and held it in 10 quarters.
  • Tortoise Investment Management's Stem position peaked at $623K in Q4 2021.
  • 182 funds tracked by Wall St. Rank held Stem as of Q2 2024.

Based on Tortoise Investment Management's 13F filing for Q2 2024, filed 1 Aug 2024.