Foundry Partners’s Steris STE Stock Holding History

Foundry Partners’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
2022 Q4	–	Sell	-1,799	Closed	-$299K	–	333
2022 Q3	$299K	Buy	1,799 +464	+35%	+$94.4K	0.02%	282
2022 Q2	$275K	Sell	1,335 -353	-21%	-$79.6K	0.02%	272
2022 Q1	$408K	Hold	1,688	–	–	0.02%	269
2021 Q4	$411K	Hold	1,688	–	–	0.01%	287
2021 Q3	$345K	Hold	1,688	–	–	0.01%	312
2021 Q2	$348K	Hold	1,688	–	–	0.01%	329
2021 Q1	$322K	Hold	1,688	–	–	0.01%	405
2020 Q4	$320K	Hold	1,688	–	–	0.01%	382
2020 Q3	$297K	Hold	1,688	–	–	0.01%	381
2020 Q2	$259K	Hold	1,688	–	–	0.01%	369
2020 Q1	$236K	Hold	1,688	–	–	0.01%	371
2019 Q4	$257K	Hold	1,688	–	–	0.01%	379
2019 Q3	$244K	Hold	1,688	–	–	0.01%	375
2019 Q2	$251K	Hold	1,688	–	–	0.01%	376
2019 Q1	$216K	Buy	+1,688	New	+$199K	0.01%	383
2016 Q2	–	Sell	-3,050	Closed	-$217K	–	378
2016 Q1	$217K	Buy	+3,050	New	+$206K	0.02%	257
2015 Q1	–	Sell	-3,550	Closed	-$230K	–	279
2014 Q4	$230K	Buy	+3,550	New	+$219K	0.02%	229

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

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

Massachusetts Financial Services

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group

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

Geode Capital Management

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