Baldwin Wealth Partners’s Steris STE Stock Holding History

Baldwin Wealth Partners’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	-78	Closed	-$18.9K	–	903
2024 Q3	$18.9K	Hold	78	–	–	﹤0.01%	708
2024 Q2	$17.1K	Buy	78 +4	+5%	+$869	﹤0.01%	485
2024 Q1	$16.6K	Buy	74 +1	+1%	+$226	﹤0.01%	507
2023 Q4	$16K	Hold	73	–	–	﹤0.01%	526
2023 Q3	$16K	Hold	73	–	–	﹤0.01%	536
2023 Q2	$16.4K	Hold	73	–	–	﹤0.01%	553
2023 Q1	$14K	Hold	73	–	–	﹤0.01%	587
2022 Q4	$13.5K	Sell	73 -3	-4%	-$527	﹤0.01%	581
2022 Q3	$13K	Hold	76	–	–	﹤0.01%	494
2022 Q2	$16K	Hold	76	–	–	﹤0.01%	496
2022 Q1	$18K	Hold	76	–	–	﹤0.01%	488
2021 Q4	$18K	Buy	76 +8	+12%	+$1.83K	﹤0.01%	461
2021 Q3	$14K	Hold	68	–	–	﹤0.01%	488
2021 Q2	$14K	Hold	68	–	–	﹤0.01%	502
2021 Q1	$13K	Hold	68	–	–	﹤0.01%	493
2020 Q4	$13K	Hold	68	–	–	﹤0.01%	434
2020 Q3	$12K	Buy	68 +7	+11%	+$1.12K	﹤0.01%	425
2020 Q2	$9K	Buy	61 +8	+15%	+$1.22K	﹤0.01%	437
2020 Q1	$7K	Buy	+53	New	+$7.93K	﹤0.01%	455

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Select Equity Group

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

Geode Capital Management

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

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return