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Cedar Brook Financial Partners’s Steris STE Stock Holding History

Cedar Brook Financial Partners’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
2019
Q4 		– Sell
-1,769
Closed -$256K – 322
2019
Q3 		$256K Sell
1,769
-3
-0.2% -$448 0.11% 227
2019
Q2 		$264K Buy
1,772
+7
+0.4% +$935 0.12% 226
2019
Q1 		$226K Buy
+1,765
New +$208K 0.11% 245

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Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cedar Brook Financial Partners's STE Position: Q4 2019 in Review

Cedar Brook Financial Partners sold out of Steris (STE) in Q4 2019, closing a stake of 1,769 shares — an estimated $256K sold.

Cedar Brook Financial Partners first reported a position in STE in Q1 2019 and held it in 3 quarters. The position peaked at $264K in Q2 2019. 518 funds tracked by Wall St. Rank hold STE as of Q4 2019.

  • Cedar Brook Financial Partners reported no remaining Steris position as of Q4 2019 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,769 Steris shares in Q4 2019, an estimated $256K.
  • Cedar Brook Financial Partners first reported a position in Steris in Q1 2019 and held it in 3 quarters.
  • Cedar Brook Financial Partners's Steris position peaked at $264K in Q2 2019.
  • 518 funds tracked by Wall St. Rank held Steris as of Q4 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2019, filed 6 Feb 2020.