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Baker Tilly Wealth Management’s Steris STE Stock Holding History

Baker Tilly 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
Q2 		– Sell
-2,121
Closed -$477K – 400
2024
Q1 		$477K Sell
2,121
-125
-6% -$28.2K 0.09% 264
2023
Q4 		$494K Sell
2,246
-40
-2% -$8.46K 0.08% 280
2023
Q3 		$502K Sell
2,286
-70
-3% -$15.8K 0.08% 257
2023
Q2 		$530K Buy
2,356
+21
+0.9% +$4.2K 0.06% 324
2023
Q1 		$447K Buy
2,335
+15
+0.6% +$2.9K 0.05% 362
2022
Q4 		$428K Sell
2,320
-77
-3% -$13.5K 0.05% 362
2022
Q3 		$399K Sell
2,397
-57
-2% -$11.6K 0.05% 350
2022
Q2 		$506K Sell
2,454
-148
-6% -$33.4K 0.07% 301
2022
Q1 		$629K Sell
2,602
-320
-11% -$74.2K 0.07% 282
2021
Q4 		$711K Buy
2,922
+602
+26% +$138K 0.08% 282
2021
Q3 		$474K Buy
2,320
+348
+18% +$74.5K 0.06% 324
2021
Q2 		$407K Buy
1,972
+501
+34% +$101K 0.07% 328
2021
Q1 		$280K Buy
1,471
+353
+32% +$65.5K 0.06% 372
2020
Q4 		$212K Buy
+1,118
New +$209K 0.07% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Baker Tilly Wealth Management's STE Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Steris (STE) in Q2 2024, closing a stake of 2,121 shares — an estimated $477K sold.

Baker Tilly Wealth Management first reported a position in STE in Q4 2020 and held it in 14 quarters. The position peaked at $711K in Q4 2021. 747 funds tracked by Wall St. Rank hold STE as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Steris position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,121 Steris shares in Q2 2024, an estimated $477K.
  • Baker Tilly Wealth Management first reported a position in Steris in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's Steris position peaked at $711K in Q4 2021.
  • 747 funds tracked by Wall St. Rank held Steris as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.