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Epic Trust Investment Advisors’s Steris STE Stock Holding History

Epic Trust Investment Advisors’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
2022
Q4 		– Sell
-2,832
Closed -$471K – 105
2022
Q3 		$471K Buy
+2,832
New +$576K 0.65% 43

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 $298B AUM 21.96% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Epic Trust Investment Advisors's STE Position: Q4 2022 in Review

Epic Trust Investment Advisors sold out of Steris (STE) in Q4 2022, closing a stake of 2,832 shares — an estimated $471K sold.

Epic Trust Investment Advisors first reported a position in STE in Q3 2022 and held it in 1 quarter. The position peaked at $471K in Q3 2022. 648 funds tracked by Wall St. Rank hold STE as of Q4 2022.

  • Epic Trust Investment Advisors reported no remaining Steris position as of Q4 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 2,832 Steris shares in Q4 2022, an estimated $471K.
  • Epic Trust Investment Advisors first reported a position in Steris in Q3 2022 and held it in 1 quarter.
  • Epic Trust Investment Advisors's Steris position peaked at $471K in Q3 2022.
  • 648 funds tracked by Wall St. Rank held Steris as of Q4 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.