UBS O'Connor’s Stem STEM Stock Holding History

UBS O'Connor’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 Q1	–	Sell	-17,847	Closed	-$6.77M	–	206
2021 Q4	$6.77M	Buy	+17,847	New	+$7.73M	0.07%	137
2021 Q1	–	Sell	-26,254	Closed	-$10.7M	–	920
2020 Q4	$10.7M	Buy	+26,254	New	+$6.62M	0.22%	74

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

UBS O'Connor's STEM Position: Q1 2022 in Review

UBS O'Connor sold out of Stem (STEM) in Q1 2022, closing a stake of 17,847 shares — an estimated $6.77M sold.

UBS O'Connor first reported a position in STEM in Q4 2020 and held it in 2 quarters. The position peaked at $10.7M in Q4 2020. 193 funds tracked by Wall St. Rank hold STEM as of Q1 2022.

UBS O'Connor reported no remaining Stem position as of Q1 2022 after selling out during the quarter.
UBS O'Connor sold 17,847 Stem shares in Q1 2022, an estimated $6.77M.
UBS O'Connor first reported a position in Stem in Q4 2020 and held it in 2 quarters.
UBS O'Connor's Stem position peaked at $10.7M in Q4 2020.
193 funds tracked by Wall St. Rank held Stem as of Q1 2022.

Based on UBS O'Connor's 13F filing for Q1 2022, filed 16 May 2022.