CFM Wealth Partners’s Steris STE Stock Holding History

CFM Wealth 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
2020 Q3	–	Sell	-456	Closed	-$69K	–	416
2020 Q2	$69K	Sell	456 -65	-12%	-$9.9K	0.03%	243
2020 Q1	$73K	Buy	+521	New	+$77.9K	0.03%	229

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CFM Wealth Partners's STE Position: Q3 2020 in Review

CFM Wealth Partners sold out of Steris (STE) in Q3 2020, closing a stake of 456 shares — an estimated $69K sold.

CFM Wealth Partners first reported a position in STE in Q1 2020 and held it in 2 quarters. The position peaked at $73K in Q1 2020. 566 funds tracked by Wall St. Rank hold STE as of Q3 2020.

CFM Wealth Partners reported no remaining Steris position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 456 Steris shares in Q3 2020, an estimated $69K.
CFM Wealth Partners first reported a position in Steris in Q1 2020 and held it in 2 quarters.
CFM Wealth Partners's Steris position peaked at $73K in Q1 2020.
566 funds tracked by Wall St. Rank held Steris as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.