Forvis Mazars Wealth Advisors’s Steris STE Stock Holding History

Forvis Mazars Wealth Advisors’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
2021 Q1	–	Sell	-2,822	Closed	-$535K	–	346
2020 Q4	$535K	Sell	2,822 -50	-2%	-$9.33K	0.03%	216
2020 Q3	$506K	Buy	2,872 +188	+7%	+$30.1K	0.03%	204
2020 Q2	$412K	Buy	2,684 +261	+11%	+$39.8K	0.03%	213
2020 Q1	$339K	Buy	+2,423	New	+$362K	0.03%	210
2017 Q1	–	Sell	-3,765	Closed	-$254K	–	216
2016 Q4	$254K	Hold	3,765	–	–	0.03%	176
2016 Q3	$275K	Buy	3,765 +740	+24%	+$52.3K	0.04%	156
2016 Q2	$208K	Buy	+3,025	New	+$212K	0.03%	179

Other funds holding STE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forvis Mazars Wealth Advisors's STE Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Steris (STE) in Q1 2021, closing a stake of 2,822 shares — an estimated $535K sold.

Forvis Mazars Wealth Advisors first reported a position in STE in Q2 2016 and held it in 7 quarters. The position peaked at $535K in Q4 2020. 591 funds tracked by Wall St. Rank hold STE as of Q1 2021.

Forvis Mazars Wealth Advisors reported no remaining Steris position as of Q1 2021 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 2,822 Steris shares in Q1 2021, an estimated $535K.
Forvis Mazars Wealth Advisors first reported a position in Steris in Q2 2016 and held it in 7 quarters.
Forvis Mazars Wealth Advisors's Steris position peaked at $535K in Q4 2020.
591 funds tracked by Wall St. Rank held Steris as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.