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
2021 Q1	–	Sell	-11,406	Closed	-$1.32M	–	919
2020 Q4	$1.32M	Buy	+11,406	New	+$2.87M	0.03%	393

Other funds holding STEM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

UBS O'Connor's STEM Position: Q2 2022 in Review

UBS O'Connor sold out of Stem (STEM) in Q2 2022, closing a stake of 15,411 shares — an estimated $3.39M sold.

UBS O'Connor first reported a position in STEM in Q4 2020 and held it in 3 quarters. The position peaked at $10.7M in Q4 2020. 203 funds tracked by Wall St. Rank hold STEM as of Q2 2022.

UBS O'Connor reported no remaining Stem position as of Q2 2022 after selling out during the quarter.
UBS O'Connor sold 15,411 Stem shares in Q2 2022, an estimated $3.39M.
UBS O'Connor first reported a position in Stem in Q4 2020 and held it in 3 quarters.
UBS O'Connor's Stem position peaked at $10.7M in Q4 2020.
203 funds tracked by Wall St. Rank held Stem as of Q2 2022.

Based on UBS O'Connor's 13F filing for Q2 2022, filed 12 Aug 2022.