EWM
STE icon

Executive Wealth Management’s Steris STE Stock Holding History

Executive 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
Q3 		– Sell
-10,052
Closed -$2.21M – 270
2024
Q2 		$2.21M Buy
10,052
+97
+1% +$21.1K 0.4% 50
2024
Q1 		$2.2M Buy
9,955
+629
+7% +$142K 0.19% 105
2023
Q4 		$2.05M Buy
9,326
+808
+9% +$171K 0.19% 100
2023
Q3 		$1.87M Buy
8,518
+1,491
+21% +$337K 0.19% 94
2023
Q2 		$1.58M Buy
7,027
+2,551
+57% +$510K 0.16% 101
2023
Q1 		$856K Buy
4,476
+1,228
+38% +$237K 0.1% 123
2022
Q4 		$600K Buy
3,248
+2,705
+498% +$476K 0.07% 127
2022
Q3 		$543 Sell
543
-2,608
-83% -$531K 0.08% 123
2022
Q2 		$649K Buy
+3,151
New +$710K 0.09% 121
2019
Q3 		– Sell
-441
Closed -$66K – 699
2019
Q2 		$66K Hold
441
– – 0.01% 258
2019
Q1 		$56K Hold
441
– – 0.01% 251
2018
Q4 		$47K Buy
+441
New +$49.2K 0.01% 289

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return