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 $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Baldwin Wealth Partners's STE Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Steris (STE) in Q4 2024, closing a stake of 78 shares — an estimated $18.9K sold.

Baldwin Wealth Partners first reported a position in STE in Q1 2020 and held it in 19 quarters. The position peaked at $18.9K in Q3 2024. 767 funds tracked by Wall St. Rank hold STE as of Q4 2024.

Baldwin Wealth Partners reported no remaining Steris position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 78 Steris shares in Q4 2024, an estimated $18.9K.
Baldwin Wealth Partners first reported a position in Steris in Q1 2020 and held it in 19 quarters.
Baldwin Wealth Partners's Steris position peaked at $18.9K in Q3 2024.
767 funds tracked by Wall St. Rank held Steris as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.