Zurich Cantonal Bank
STEM icon

Zurich Cantonal Bank’s Stem STEM Stock Holding History

Zurich Cantonal Bank’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
-2,185
Closed -$95.7K – 2714
2024
Q1 		$95.7K Hold
2,185
– – ﹤0.01% 2405
2023
Q4 		$170K Buy
2,185
+426
+24% +$29.4K ﹤0.01% 2180
2023
Q3 		$149K Buy
1,759
+246
+16% +$28.1K ﹤0.01% 2149
2023
Q2 		$173K Buy
1,513
+885
+141% +$87.8K ﹤0.01% 2023
2023
Q1 		$71.2K Hold
628
– – ﹤0.01% 2466
2022
Q4 		$112K Buy
628
+259
+70% +$62.2K ﹤0.01% 2192
2022
Q3 		$99K Hold
369
– – ﹤0.01% 2234
2022
Q2 		$53K Buy
+369
New +$61.4K ﹤0.01% 2568
2022
Q1 		– Sell
-369
Closed -$140K – 2832
2021
Q4 		$140K Buy
+369
New +$160K ﹤0.01% 2315

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

Zurich Cantonal Bank's STEM Position: Q2 2024 in Review

Zurich Cantonal Bank sold out of Stem (STEM) in Q2 2024, closing a stake of 2,185 shares — an estimated $95.7K sold.

Zurich Cantonal Bank first reported a position in STEM in Q4 2021 and held it in 9 quarters. The position peaked at $173K in Q2 2023. 182 funds tracked by Wall St. Rank hold STEM as of Q2 2024.

  • Zurich Cantonal Bank reported no remaining Stem position as of Q2 2024 after selling out during the quarter.
  • Zurich Cantonal Bank sold 2,185 Stem shares in Q2 2024, an estimated $95.7K.
  • Zurich Cantonal Bank first reported a position in Stem in Q4 2021 and held it in 9 quarters.
  • Zurich Cantonal Bank's Stem position peaked at $173K in Q2 2023.
  • 182 funds tracked by Wall St. Rank held Stem as of Q2 2024.

Based on Zurich Cantonal Bank's 13F filing for Q2 2024, filed 29 Jul 2024.