First Personal Financial Services’s Steris STE Stock Holding History

First Personal Financial Services’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	$27.2K	Hold	112	–	–	0.01%	243
2024 Q2	$24.6K	Hold	112	–	–	0.01%	226
2024 Q1	$25.2K	Buy	+112	New	+$25.3K	0.01%	226
2019 Q3	–	Sell	-234	Closed	-$35K	–	731
2019 Q2	$35K	Hold	234	–	–	0.01%	328
2019 Q1	$30K	Sell	234 -13	-5%	-$1.53K	0.01%	349
2018 Q4	$26K	Buy	247 +56	+29%	+$6.25K	0.01%	341
2018 Q3	$22K	Buy	191 +22	+13%	+$2.49K	0.01%	397
2018 Q2	$18K	Sell	169 -616	-78%	-$62K	0.01%	410
2018 Q1	$74K	Sell	785 -134	-15%	-$12.2K	0.02%	357
2017 Q4	$80K	Buy	919 +128	+16%	+$11.4K	0.02%	377
2017 Q3	$70K	Buy	791 +20	+3%	+$1.7K	0.01%	372
2017 Q2	$63K	Buy	771 +4	+0.5%	+$304	0.01%	374
2017 Q1	$53K	Hold	767	–	–	0.01%	385
2016 Q4	$52K	Buy	767 +13	+2%	+$882	0.01%	364
2016 Q3	$55K	Buy	754 +304	+68%	+$21.5K	0.02%	265
2016 Q2	$31K	Buy	+450	New	+$31.5K	0.01%	354

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 $3.37T AUM 44.26% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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

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

First Personal Financial Services's STE Position: Q3 2024 in Review

First Personal Financial Services held its Steris (STE) position steady in Q3 2024 at 112 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #243.

First Personal Financial Services first reported a position in STE in Q2 2016 and has held it in 16 quarters since. The position peaked at $80K in Q4 2017. 759 funds tracked by Wall St. Rank hold STE as of Q3 2024.

First Personal Financial Services held 112 shares of Steris worth $27.2K as of Q3 2024.
First Personal Financial Services left its Steris share count unchanged in Q3 2024.
Steris made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #243 holding.
First Personal Financial Services first reported a position in Steris in Q2 2016 and has held it in 16 quarters since.
First Personal Financial Services's Steris position peaked at $80K in Q4 2017.
759 funds tracked by Wall St. Rank held Steris as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.