William Blair Investment Management
STEM icon

William Blair Investment Management’s Stem STEM Stock Holding History

William Blair 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
2023
Q3 		– Sell
-80,431
Closed -$9.2M – 419
2023
Q2 		$9.2M Buy
80,431
+837
+1% +$83.1K 0.03% 323
2023
Q1 		$9.03M Buy
79,594
+19,178
+32% +$3.25M 0.03% 319
2022
Q4 		$10.8M Buy
60,416
+477
+0.8% +$115K 0.04% 307
2022
Q3 		$16M Sell
59,939
-286,457
-83% -$73.3M 0.06% 273
2022
Q2 		$49.6M Sell
346,396
-11,255
-3% -$1.87M 0.18% 130
2022
Q1 		$78.8M Buy
357,651
+77,475
+28% +$18M 0.24% 122
2021
Q4 		$106M Buy
280,176
+30,214
+12% +$13.1M 0.29% 113
2021
Q3 		$119M Sell
249,962
-12,075
-5% -$6.35M 0.34% 98
2021
Q2 		$189M Sell
262,037
-3,778
-1% -$2.06M 0.59% 66
2021
Q1 		$141M Sell
265,815
-8,877
-3% -$5.7M 0.46% 85
2020
Q4 		$112M Buy
+274,692
New +$69.2M 0.37% 95

Other funds holding STEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

William Blair Investment Management's STEM Position: Q3 2023 in Review

William Blair Investment Management sold out of Stem (STEM) in Q3 2023, closing a stake of 80,431 shares — an estimated $9.2M sold.

William Blair Investment Management first reported a position in STEM in Q4 2020 and held it in 11 quarters. The position peaked at $189M in Q2 2021. 224 funds tracked by Wall St. Rank hold STEM as of Q3 2023.

  • William Blair Investment Management reported no remaining Stem position as of Q3 2023 after selling out during the quarter.
  • William Blair Investment Management sold 80,431 Stem shares in Q3 2023, an estimated $9.2M.
  • William Blair Investment Management first reported a position in Stem in Q4 2020 and held it in 11 quarters.
  • William Blair Investment Management's Stem position peaked at $189M in Q2 2021.
  • 224 funds tracked by Wall St. Rank held Stem as of Q3 2023.

Based on William Blair Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.