BFM
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Boston Financial Management’s Steris STE Stock Holding History

Boston Financial 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
Q4 		$41M Sell
199,454
-3,528
-2% -$774K 1.24% 20
2024
Q3 		$49.2M Sell
202,982
-2,755
-1% -$644K 1.47% 15
2024
Q2 		$45.2M Sell
205,737
-2,209
-1% -$480K 1.44% 15
2024
Q1 		$46.8M Buy
207,946
+2,681
+1% +$605K 1.49% 18
2023
Q4 		$45.1M Sell
205,265
-7,519
-4% -$1.59M 1.53% 14
2023
Q3 		$46.7M Sell
212,784
-3,469
-2% -$785K 1.75% 14
2023
Q2 		$48.7M Sell
216,253
-5,857
-3% -$1.17M 1.76% 14
2023
Q1 		$42.5M Buy
222,110
+31
+0% +$5.99K 1.66% 17
2022
Q4 		$41M Sell
222,079
-442
-0.2% -$77.7K 1.65% 17
2022
Q3 		$37M Buy
222,521
+10,370
+5% +$2.11M 1.61% 19
2022
Q2 		$43.7M Buy
212,151
+50
+0% +$11.3K 1.89% 14
2022
Q1 		$51.3M Sell
212,101
-4,986
-2% -$1.16M 1.95% 14
2021
Q4 		$52.8M Sell
217,087
-2,201
-1% -$503K 1.92% 14
2021
Q3 		$44.8M Sell
219,288
-5,917
-3% -$1.27M 1.82% 16
2021
Q2 		$46.5M Buy
225,205
+1,657
+0.7% +$334K 1.88% 16
2021
Q1 		$42.6M Buy
223,548
+756
+0.3% +$140K 1.87% 16
2020
Q4 		$42.2M Buy
222,792
+2,639
+1% +$492K 1.92% 16
2020
Q3 		$38.8M Buy
220,153
+5,144
+2% +$822K 1.89% 17
2020
Q2 		$33M Buy
215,009
+6,847
+3% +$1.04M 1.77% 18
2020
Q1 		$29.1M Buy
208,162
+68,353
+49% +$10.2M 1.87% 16
2019
Q4 		$21.3M Sell
139,809
-105
-0.1% -$15.4K 1.17% 27
2019
Q3 		$20.2M Buy
139,914
+5,237
+4% +$783K 1.15% 30
2019
Q2 		$20.1M Sell
134,677
-1,056
-0.8% -$141K 1.16% 27
2019
Q1 		$17.4M Buy
135,733
+5,418
+4% +$638K 1.06% 32
2018
Q4 		$13.9M Buy
130,315
+5,375
+4% +$600K 0.96% 36
2018
Q3 		$14.3M Buy
124,940
+6,011
+5% +$680K 0.84% 41
2018
Q2 		$12.5M Sell
118,929
-957
-0.8% -$96.3K 0.84% 43
2018
Q1 		$11.2M Sell
119,886
-64
-0.1% -$5.82K 0.76% 47
2017
Q4 		$10.5M Buy
119,950
+4,105
+4% +$366K 0.7% 54
2017
Q3 		$10.2M Buy
115,845
+2,325
+2% +$197K 0.73% 50
2017
Q2 		$9.25M Buy
+113,520
New +$8.63M 0.66% 54

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
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

Boston Financial Management's STE Position: Q4 2024 in Review

Boston Financial Management reduced its Steris (STE) stake by 1.7% in Q4 2024, selling an estimated $774K and leaving 199,454 shares worth $41M. The position accounts for 1.24% of the portfolio, ranked #20.

Boston Financial Management first reported a position in STE in Q2 2017 and has held it in 31 quarters since. The position peaked at $52.8M in Q4 2021. 766 funds tracked by Wall St. Rank hold STE as of Q4 2024.

  • Boston Financial Management held 199,454 shares of Steris worth $41M as of Q4 2024.
  • Boston Financial Management sold 3,528 Steris shares in Q4 2024, an estimated $774K.
  • Steris made up 1.24% of Boston Financial Management's portfolio in Q4 2024, its #20 holding.
  • Boston Financial Management first reported a position in Steris in Q2 2017 and has held it in 31 quarters since.
  • Boston Financial Management's Steris position peaked at $52.8M in Q4 2021.
  • 766 funds tracked by Wall St. Rank held Steris as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.