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Stem shares owned by Lido Advisors

Quarter-by-quarter ownership of Stem (STEM) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in Stem

Tip: Access up to 7 years of quarterly data

All positions including Stem held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stem by Lido Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2M 1.1M 3.88
2023-09-30 $4.6M 1.1M 4.24

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Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Apple Put Option (AAPL)
Microsoft Corporation Put Option (MSFT)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation Put Option (NVDA)
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Amazon Put Option (AMZN)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Fidelity Covington Trust Msci Consm Dis (FDIS)

View all positions for Lido Advisors

Top funds holding Stem

Vanguard Group
Bnp Paribas Investment Partners
Goldman Sachs Group
Wellington Management Company
Van Eck Associates Corp.
Rock Point Advisors
Bank of New York Mellon
Nomura Holdings
Citadel Advisors
OZ Management
Lido Advisors
Charles Schwab Investment Management
Rockefeller Capital Management
Citigroup
Bank of America Corporation

View all funds holding Stem