Capital Directions Investment Advisors’s Steris STE Stock Holding History

Capital Directions Investment 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
2022 Q4	$16.6K	Buy	+90	New	+$15.8K	0.01%	190
2022 Q3	–	Sell	-90	Closed	-$18.3K	–	178
2022 Q2	$19K	Hold	90	–	–	0.01%	180
2022 Q1	$22K	Buy	+90	New	+$20.9K	0.01%	194
2021 Q4	–	Sell	-90	Closed	-$18K	–	199
2021 Q3	$18K	Hold	90	–	–	0.01%	209
2021 Q2	$19K	Buy	+90	New	+$18.1K	0.01%	177
2021 Q1	–	Sell	-90	Closed	-$17K	–	328
2020 Q4	$17K	Hold	90	–	–	0.01%	163
2020 Q3	$16K	Hold	90	–	–	0.01%	166
2020 Q2	$14K	Hold	90	–	–	0.01%	176
2020 Q1	$13K	Hold	90	–	–	0.01%	191
2019 Q4	$14K	Hold	90	–	–	﹤0.01%	213
2019 Q3	$13K	Buy	+90	New	+$13.4K	﹤0.01%	209

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 $298B AUM 21.96% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital Directions Investment Advisors's STE Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Steris (STE) in Q4 2022: 90 shares worth $16.6K. The stake represents 0.01% of the portfolio and ranks #190 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in STE as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in STE in Q3 2019 and has held it in 11 quarters since. The position peaked at $22K in Q1 2022. 649 funds tracked by Wall St. Rank hold STE as of Q4 2022.

Capital Directions Investment Advisors held 90 shares of Steris worth $16.6K as of Q4 2022.
Steris was a new Capital Directions Investment Advisors position in Q4 2022.
Steris made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #190 holding.
Capital Directions Investment Advisors first reported a position in Steris in Q3 2019 and has held it in 11 quarters since.
Capital Directions Investment Advisors's Steris position peaked at $22K in Q1 2022.
649 funds tracked by Wall St. Rank held Steris as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.