FGC
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Financial Gravity Companies’s Steris STE Stock Holding History

Financial Gravity Companies’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
Q4 		– Sell
-12
Closed -$2.91K – 1013
2024
Q3 		$2.91K Buy
+12
New +$2.81K ﹤0.01% 462
2018
Q4 		$0 Buy
+3
New +$335 ﹤0.01% 1506

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Financial Gravity Companies's STE Position: Q4 2024 in Review

Financial Gravity Companies sold out of Steris (STE) in Q4 2024, closing a stake of 12 shares — an estimated $2.91K sold.

Financial Gravity Companies first reported a position in STE in Q4 2018 and held it in 2 quarters. The position peaked at $2.91K in Q3 2024. 765 funds tracked by Wall St. Rank hold STE as of Q4 2024.

  • Financial Gravity Companies reported no remaining Steris position as of Q4 2024 after selling out during the quarter.
  • Financial Gravity Companies sold 12 Steris shares in Q4 2024, an estimated $2.91K.
  • Financial Gravity Companies first reported a position in Steris in Q4 2018 and held it in 2 quarters.
  • Financial Gravity Companies's Steris position peaked at $2.91K in Q3 2024.
  • 765 funds tracked by Wall St. Rank held Steris as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.