DI
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Disciplined Investments’s Steris STE Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-8
Closed -$1.8K – 1352
2023
Q2 		$1.8K Buy
8
+2
+33% +$400 ﹤0.01% 706
2023
Q1 		$1.15K Sell
6
-3
-33% -$580 ﹤0.01% 900
2022
Q4 		$1.66K Buy
9
+4
+80% +$703 ﹤0.01% 687
2022
Q3 		$1K Sell
5
-1
-17% -$203 ﹤0.01% 1087
2022
Q2 		$1K Sell
6
-2
-25% -$451 ﹤0.01% 1116
2022
Q1 		$2K Buy
+8
New +$1.85K ﹤0.01% 786

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Disciplined Investments's STE Position: Q3 2023 in Review

Disciplined Investments sold out of Steris (STE) in Q3 2023, closing a stake of 8 shares — an estimated $1.8K sold.

Disciplined Investments first reported a position in STE in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 682 funds tracked by Wall St. Rank hold STE as of Q3 2023.

  • Disciplined Investments reported no remaining Steris position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 Steris shares in Q3 2023, an estimated $1.8K.
  • Disciplined Investments first reported a position in Steris in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Steris position peaked at $2K in Q1 2022.
  • 682 funds tracked by Wall St. Rank held Steris as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.