FGAM
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Financial Gravity Asset Management’s Steris STE Stock Holding History

Financial Gravity Asset 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
Q2 		$439 Sell
2
-10
-83% -$2.17K ﹤0.01% 930
2024
Q1 		$2.85K Sell
12
-43
-78% -$9.7K ﹤0.01% 1000
2023
Q4 		$12K Buy
55
+2
+4% +$423 ﹤0.01% 756
2023
Q3 		$11.4K Sell
53
-172
-76% -$38.9K ﹤0.01% 582
2023
Q2 		$2.39K Buy
225
+34
+18% +$6.8K 0.01% 610
2023
Q1 		$544 Buy
191
+6
+3% +$1.16K 0.02% 440
2022
Q4 		$2.6K Sell
185
-1,475
-89% -$259K 0.01% 501
2022
Q3 		$473 Sell
1,660
-400
-19% -$81.4K 0.02% 397
2022
Q2 		$588 Sell
2,060
-4,716
-70% -$1.06M 0.02% 364
2022
Q1 		$3.26K Buy
6,776
+4,103
+153% +$951K 0.09% 192
2021
Q4 		$749 Buy
2,673
+2,670
+89,000% +$610K 0.02% 424
2021
Q3 		$204K Buy
+3
New +$642 0.1% 175
2020
Q2 		– Sell
-64
Closed -$8.97K – 798
2020
Q1 		$8.97K Sell
64
-33
-34% -$4.93K 0.03% 232
2019
Q4 		$152K Sell
97
-239
-71% -$35K 0.1% 176
2019
Q3 		$49K Buy
336
+11
+3% +$1.64K 0.04% 296
2019
Q2 		$48K Buy
325
+322
+10,733% +$43K 0.04% 330
2019
Q1 		$0 Buy
+3
New +$353 ﹤0.01% 1542
2018
Q3 		$0 Sell
3
-414
-99% -$46.8K ﹤0.01% 1608
2018
Q2 		$48K Buy
+417
New +$41.9K 0.05% 338

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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