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Bleakley Financial Group’s Steris STE Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-1,078
Closed -$222K – 924
2024
Q4 		$222K Sell
1,078
-602
-36% -$132K 0.01% 916
2024
Q3 		$407K Buy
1,680
+134
+9% +$31.3K 0.01% 660
2024
Q2 		$339K Buy
1,546
+103
+7% +$22.4K 0.01% 722
2024
Q1 		$324K Sell
1,443
-10
-0.7% -$2.26K 0.01% 737
2023
Q4 		$319K Sell
1,453
-128
-8% -$27.1K 0.01% 716
2023
Q3 		$347K Sell
1,581
-250
-14% -$56.6K 0.01% 642
2023
Q2 		$412K Buy
1,831
+67
+4% +$13.4K 0.01% 639
2023
Q1 		$337K Sell
1,764
-51
-3% -$9.86K 0.01% 676
2022
Q4 		$335K Buy
+1,815
New +$319K 0.01% 667

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Bleakley Financial Group's STE Position: Q1 2025 in Review

Bleakley Financial Group sold out of Steris (STE) in Q1 2025, closing a stake of 1,078 shares — an estimated $222K sold.

Bleakley Financial Group first reported a position in STE in Q4 2022 and held it in 9 quarters. The position peaked at $412K in Q2 2023. 782 funds tracked by Wall St. Rank hold STE as of Q1 2025.

  • Bleakley Financial Group reported no remaining Steris position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 1,078 Steris shares in Q1 2025, an estimated $222K.
  • Bleakley Financial Group first reported a position in Steris in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Steris position peaked at $412K in Q2 2023.
  • 782 funds tracked by Wall St. Rank held Steris as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.