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CSat Investment Advisory’s Steris STE Stock Holding History

CSat Investment Advisory’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
2021
Q1 		$54K Buy
284
+86
+43% +$16K 0.05% 173
2020
Q4 		$38K Sell
198
-518
-72% -$96.7K 0.04% 211
2020
Q3 		$126K Buy
716
+62
+9% +$9.91K 0.01% 384
2020
Q2 		$101K Buy
654
+349
+114% +$53.2K 0.01% 468
2020
Q1 		$43K Buy
305
+89
+41% +$13.3K 0.01% 563
2019
Q4 		$33K Buy
+216
New +$31.7K 0.01% 676

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
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 $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSat Investment Advisory's STE Position: Q1 2021 in Review

CSat Investment Advisory increased its Steris (STE) stake by 43% in Q1 2021, buying an estimated $16K and bringing the position to 284 shares worth $54K. The position accounts for 0.05% of the portfolio, ranked #173.

CSat Investment Advisory first reported a position in STE in Q4 2019 and has held it in 6 quarters since. The position peaked at $126K in Q3 2020. 592 funds tracked by Wall St. Rank hold STE as of Q1 2021.

  • CSat Investment Advisory held 284 shares of Steris worth $54K as of Q1 2021.
  • CSat Investment Advisory bought 86 Steris shares in Q1 2021, an estimated $16K.
  • Steris made up 0.05% of CSat Investment Advisory's portfolio in Q1 2021, its #173 holding.
  • CSat Investment Advisory first reported a position in Steris in Q4 2019 and has held it in 6 quarters since.
  • CSat Investment Advisory's Steris position peaked at $126K in Q3 2020.
  • 592 funds tracked by Wall St. Rank held Steris as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.