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Cassady Schiller Wealth Management’s Steris STE Stock Holding History

Cassady Schiller Wealth 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 		$617 Buy
+3
New +$658 ﹤0.01% 917
2022
Q1 		– Sell
-1
Closed – – 532
2021
Q4 		$0 Buy
+1
New +$228 ﹤0.01% 641

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

Cassady Schiller Wealth Management's STE Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Steris (STE) in Q4 2024: 3 shares worth $617. The stake represents ﹤0.01% of the portfolio and ranks #917 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in STE as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in STE in Q4 2021 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold STE as of Q4 2024.

  • Cassady Schiller Wealth Management held 3 shares of Steris worth $617 as of Q4 2024.
  • Steris was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Steris made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #917 holding.
  • Cassady Schiller Wealth Management first reported a position in Steris in Q4 2021 and has held it in 2 quarters since.
  • 765 funds tracked by Wall St. Rank held Steris as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.