Artemis Wealth Advisors’s Steris STE Stock Holding History

Artemis Wealth Advisors’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
2020 Q1	–	Sell	-560	Closed	-$83.4K	–	120
2019 Q4	$83.4K	Buy	+560	New	+$82.1K	0.03%	24

Other funds holding STE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Artemis Wealth Advisors's STE Position: Q1 2020 in Review

Artemis Wealth Advisors sold out of Steris (STE) in Q1 2020, closing a stake of 560 shares — an estimated $83.4K sold.

Artemis Wealth Advisors first reported a position in STE in Q4 2019 and held it in 1 quarter. The position peaked at $83.4K in Q4 2019. 553 funds tracked by Wall St. Rank hold STE as of Q1 2020.

Artemis Wealth Advisors reported no remaining Steris position as of Q1 2020 after selling out during the quarter.
Artemis Wealth Advisors sold 560 Steris shares in Q1 2020, an estimated $83.4K.
Artemis Wealth Advisors first reported a position in Steris in Q4 2019 and held it in 1 quarter.
Artemis Wealth Advisors's Steris position peaked at $83.4K in Q4 2019.
553 funds tracked by Wall St. Rank held Steris as of Q1 2020.

Based on Artemis Wealth Advisors's 13F filing for Q1 2020, filed 17 Feb 2023.