9WM
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9258 Wealth Management’s Steris STE Stock Holding History

9258 Wealth Management’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$497K Sell
2,050
-188
-8% -$44K 0.07% 201
2024
Q2 		$491K Buy
2,238
+140
+7% +$30.4K 0.08% 192
2024
Q1 		$472K Buy
2,098
+58
+3% +$13.1K 0.07% 202
2023
Q4 		$448K Buy
2,040
+676
+50% +$143K 0.08% 195
2023
Q3 		$299K Buy
1,364
+185
+16% +$41.9K 0.06% 243
2023
Q2 		$265K Buy
+1,179
New +$236K 0.05% 268

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

9258 Wealth Management's STE Position: Q3 2024 in Review

9258 Wealth Management reduced its Steris (STE) stake by 8.4% in Q3 2024, selling an estimated $44K and leaving 2,050 shares worth $497K. The position accounts for 0.07% of the portfolio, ranked #201.

9258 Wealth Management first reported a position in STE in Q2 2023 and has held it in 6 quarters since. 757 funds tracked by Wall St. Rank hold STE as of Q3 2024.

  • 9258 Wealth Management held 2,050 shares of Steris worth $497K as of Q3 2024.
  • 9258 Wealth Management sold 188 Steris shares in Q3 2024, an estimated $44K.
  • Steris made up 0.07% of 9258 Wealth Management's portfolio in Q3 2024, its #201 holding.
  • 9258 Wealth Management first reported a position in Steris in Q2 2023 and has held it in 6 quarters since.
  • 757 funds tracked by Wall St. Rank held Steris as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.