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Alta Advisers’s Steris STE Stock Holding History

Alta Advisers’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
Q4 		– Sell
-400
Closed -$97K – 371
2024
Q3 		$97K Hold
400
– – 0.04% 304
2024
Q2 		$87.8K Hold
400
– – 0.04% 294
2024
Q1 		$89.9K Hold
400
– – 0.04% 297
2023
Q4 		$87.9K Hold
400
– – 0.05% 284
2023
Q3 		$87.8K Hold
400
– – 0.05% 267
2023
Q2 		$90K Hold
400
– – 0.05% 275
2023
Q1 		$76.5K Hold
400
– – 0.05% 306
2022
Q4 		$74K Buy
+400
New +$70.3K 0.04% 309

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Alta Advisers's STE Position: Q4 2024 in Review

Alta Advisers sold out of Steris (STE) in Q4 2024, closing a stake of 400 shares — an estimated $97K sold.

Alta Advisers first reported a position in STE in Q4 2022 and held it in 8 quarters. The position peaked at $97K in Q3 2024. 767 funds tracked by Wall St. Rank hold STE as of Q4 2024.

  • Alta Advisers reported no remaining Steris position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 400 Steris shares in Q4 2024, an estimated $97K.
  • Alta Advisers first reported a position in Steris in Q4 2022 and held it in 8 quarters.
  • Alta Advisers's Steris position peaked at $97K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Steris as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.