Essex Savings Bank’s Steris STE Stock Holding History

Essex Savings Bank’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 Q3	–	Sell	-7	Closed	-$1K	–	544
2019 Q2	$1K	Sell	7 -1	-13%	-$134	﹤0.01%	749
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	646
2018 Q4	$1K	Buy	+8	New	+$893	﹤0.01%	653

Other funds holding STE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Essex Savings Bank's STE Position: Q3 2019 in Review

Essex Savings Bank sold out of Steris (STE) in Q3 2019, closing a stake of 7 shares — an estimated $1K sold.

Essex Savings Bank first reported a position in STE in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 480 funds tracked by Wall St. Rank hold STE as of Q3 2019.

Essex Savings Bank reported no remaining Steris position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 7 Steris shares in Q3 2019, an estimated $1K.
Essex Savings Bank first reported a position in Steris in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Steris position peaked at $1K in Q2 2019.
480 funds tracked by Wall St. Rank held Steris as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.