Capstone Investment Advisors
STE icon

Capstone Investment Advisors’s Steris STE Stock Holding History

Capstone 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
2025
Q1 		– Sell
-2,657
Closed -$546K – 1829
2024
Q4 		$546K Buy
2,657
+807
+44% +$177K ﹤0.01% 1285
2024
Q3 		$449K Sell
1,850
-456
-20% -$107K ﹤0.01% 1248
2024
Q2 		$506K Buy
2,306
+480
+26% +$104K ﹤0.01% 1305
2024
Q1 		$411K Buy
1,826
+1,641
+887% +$370K ﹤0.01% 1665
2023
Q4 		$40.7K Sell
185
-2,748
-94% -$581K ﹤0.01% 2019
2023
Q3 		$644K Buy
2,933
+2,452
+510% +$555K ﹤0.01% 1189
2023
Q2 		$108K Buy
481
+198
+70% +$39.6K ﹤0.01% 1685
2023
Q1 		$54.1K Buy
+283
New +$54.7K ﹤0.01% 1414
2022
Q4 		– Sell
-1,013
Closed -$168K – 1637
2022
Q3 		$168K Buy
+1,013
New +$206K ﹤0.01% 1503
2021
Q4 		– Sell
-408
Closed -$93.2K – 2077
2021
Q3 		$83K Buy
+408
New +$87.3K ﹤0.01% 1812
2021
Q1 		– Sell
-1,634
Closed -$303K – 1922
2020
Q4 		$310K Buy
+1,634
New +$305K ﹤0.01% 1363
2016
Q2 		– Sell
-10,850
Closed -$770K – 835
2016
Q1 		$770K Buy
10,850
+6,450
+147% +$436K 0.02% 347
2015
Q4 		$331K Buy
+4,400
New +$318K 0.01% 388

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return