Evermay Wealth Management’s Steris STE Stock Holding History

Evermay 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
2024 Q1	–	Sell	-2	Closed	-$440	–	716
2023 Q4	$440	Buy	+2	New	+$423	﹤0.01%	571

Other funds holding STE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Evermay Wealth Management's STE Position: Q1 2024 in Review

Evermay Wealth Management sold out of Steris (STE) in Q1 2024, closing a stake of 2 shares — an estimated $440 sold.

Evermay Wealth Management first reported a position in STE in Q4 2023 and held it in 1 quarter. The position peaked at $440 in Q4 2023. 727 funds tracked by Wall St. Rank hold STE as of Q1 2024.

Evermay Wealth Management reported no remaining Steris position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 2 Steris shares in Q1 2024, an estimated $440.
Evermay Wealth Management first reported a position in Steris in Q4 2023 and held it in 1 quarter.
Evermay Wealth Management's Steris position peaked at $440 in Q4 2023.
727 funds tracked by Wall St. Rank held Steris as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.