UIA
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Ulland Investment Advisors’s Stem STEM Stock Holding History

Ulland Investment Advisors’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
-500
Closed -$11K – 227
2024
Q2 		$11K Sell
500
-1,973
-80% -$57.8K 0.01% 169
2024
Q1 		$108K Sell
2,473
-271
-10% -$15.1K 0.09% 87
2023
Q4 		$213K Sell
2,744
-914
-25% -$63K 0.21% 51
2023
Q3 		$310K Buy
3,658
+146
+4% +$16.7K 0.34% 39
2023
Q2 		$402K Sell
3,512
-588
-14% -$58.4K 0.41% 40
2023
Q1 		$465K Sell
4,100
-2,707
-40% -$459K 0.55% 37
2022
Q4 		$1.22M Sell
6,807
-80
-1% -$19.2K 1.45% 21
2022
Q3 		$1.84M Buy
6,887
+2,375
+53% +$607K 2.01% 18
2022
Q2 		$646K Buy
4,512
+33
+0.7% +$5.49K 0.66% 40
2022
Q1 		$986K Buy
4,479
+1,102
+33% +$257K 0.74% 34
2021
Q4 		$1.28M Buy
+3,377
New +$1.46M 0.82% 30

Other funds holding STEM

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
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northern Trust
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Ulland Investment Advisors's STEM Position: Q3 2024 in Review

Ulland Investment Advisors sold out of Stem (STEM) in Q3 2024, closing a stake of 500 shares — an estimated $11K sold.

Ulland Investment Advisors first reported a position in STEM in Q4 2021 and held it in 11 quarters. The position peaked at $1.84M in Q3 2022. 149 funds tracked by Wall St. Rank hold STEM as of Q3 2024.

  • Ulland Investment Advisors reported no remaining Stem position as of Q3 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 500 Stem shares in Q3 2024, an estimated $11K.
  • Ulland Investment Advisors first reported a position in Stem in Q4 2021 and held it in 11 quarters.
  • Ulland Investment Advisors's Stem position peaked at $1.84M in Q3 2022.
  • 149 funds tracked by Wall St. Rank held Stem as of Q3 2024.

Based on Ulland Investment Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.