EWM
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Edge Wealth Management’s Steris STE Stock Holding History

Edge 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
2019
Q1 		– Sell
-375
Closed -$40K – 602
2018
Q4 		$40K Hold
375
– – 0.01% 260
2018
Q3 		$43K Hold
375
– – 0.01% 270
2018
Q2 		$39K Buy
+375
New +$37.7K 0.01% 272

Other funds holding STE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Edge Wealth Management's STE Position: Q1 2019 in Review

Edge Wealth Management sold out of Steris (STE) in Q1 2019, closing a stake of 375 shares — an estimated $40K sold.

Edge Wealth Management first reported a position in STE in Q2 2018 and held it in 3 quarters. The position peaked at $43K in Q3 2018. 409 funds tracked by Wall St. Rank hold STE as of Q1 2019.

  • Edge Wealth Management reported no remaining Steris position as of Q1 2019 after selling out during the quarter.
  • Edge Wealth Management sold 375 Steris shares in Q1 2019, an estimated $40K.
  • Edge Wealth Management first reported a position in Steris in Q2 2018 and held it in 3 quarters.
  • Edge Wealth Management's Steris position peaked at $43K in Q3 2018.
  • 409 funds tracked by Wall St. Rank held Steris as of Q1 2019.

Based on Edge Wealth Management's 13F filing for Q1 2019, filed 11 Apr 2019.