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	–	736
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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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