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Evolution Wealth Advisors’s Steris STE Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-38
Closed -$8K – 558
2021
Q3 		$8K Sell
38
-58
-60% -$12.4K ﹤0.01% 434
2021
Q2 		$20K Hold
96
– – ﹤0.01% 306
2021
Q1 		$18K Buy
96
+15
+19% +$2.78K ﹤0.01% 314
2020
Q4 		$15K Sell
81
-22
-21% -$4.11K ﹤0.01% 302
2020
Q3 		$18K Hold
103
– – ﹤0.01% 283
2020
Q2 		$16K Hold
103
– – 0.01% 231
2020
Q1 		$14K Sell
103
-25
-20% -$3.74K 0.01% 184
2019
Q4 		$20K Sell
128
-28
-18% -$4.1K 0.01% 226
2019
Q3 		$23K Sell
156
-22
-12% -$3.29K 0.01% 84
2019
Q2 		$27K Buy
+178
New +$23.8K 0.01% 111

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Evolution Wealth Advisors's STE Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Steris (STE) in Q4 2021, closing a stake of 38 shares — an estimated $8K sold.

Evolution Wealth Advisors first reported a position in STE in Q2 2019 and held it in 10 quarters. The position peaked at $27K in Q2 2019. 649 funds tracked by Wall St. Rank hold STE as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Steris position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 38 Steris shares in Q4 2021, an estimated $8K.
  • Evolution Wealth Advisors first reported a position in Steris in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Steris position peaked at $27K in Q2 2019.
  • 649 funds tracked by Wall St. Rank held Steris as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.