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Destination Wealth Management’s Steris STE Stock Holding History

Destination 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
2018
Q4 		– Sell
-32
Closed -$4K – 688
2018
Q3 		$4K Buy
+32
New +$3.62K ﹤0.01% 533

Other funds holding STE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Destination Wealth Management's STE Position: Q4 2018 in Review

Destination Wealth Management sold out of Steris (STE) in Q4 2018, closing a stake of 32 shares — an estimated $4K sold.

Destination Wealth Management first reported a position in STE in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 412 funds tracked by Wall St. Rank hold STE as of Q4 2018.

  • Destination Wealth Management reported no remaining Steris position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 32 Steris shares in Q4 2018, an estimated $4K.
  • Destination Wealth Management first reported a position in Steris in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's Steris position peaked at $4K in Q3 2018.
  • 412 funds tracked by Wall St. Rank held Steris as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.