Berman Capital Advisors’s Steris STE Stock Holding History

Berman Capital 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
2021 Q3	$26K	Buy	128 +57	+80%	+$12.2K	﹤0.01%	900
2021 Q2	$14K	Buy	71 +2	+3%	+$403	﹤0.01%	1034
2021 Q1	$13K	Hold	69	–	–	﹤0.01%	946
2020 Q4	$13K	Buy	69 +10	+17%	+$1.87K	﹤0.01%	829
2020 Q3	$10K	Hold	59	–	–	﹤0.01%	801
2020 Q2	$9K	Hold	59	–	–	﹤0.01%	811
2020 Q1	$8K	Hold	59	–	–	﹤0.01%	741
2019 Q4	$9K	Hold	59	–	–	﹤0.01%	792
2019 Q3	$8K	Hold	59	–	–	﹤0.01%	796
2019 Q2	$8K	Hold	59	–	–	﹤0.01%	824
2019 Q1	$7K	Buy	59 +29	+97%	+$3.41K	﹤0.01%	788
2018 Q4	$3K	Buy	+30	New	+$3.35K	﹤0.01%	817

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

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

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

GIM

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

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Berman Capital Advisors's STE Position: Q3 2021 in Review

Berman Capital Advisors increased its Steris (STE) stake by 80% in Q3 2021, buying an estimated $12.2K and bringing the position to 128 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Berman Capital Advisors first reported a position in STE in Q4 2018 and has held it in 12 quarters since. 629 funds tracked by Wall St. Rank hold STE as of Q3 2021.

Berman Capital Advisors held 128 shares of Steris worth $26K as of Q3 2021.
Berman Capital Advisors bought 57 Steris shares in Q3 2021, an estimated $12.2K.
Steris made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #900 holding.
Berman Capital Advisors first reported a position in Steris in Q4 2018 and has held it in 12 quarters since.
629 funds tracked by Wall St. Rank held Steris as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.