GWS
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Glassman Wealth Services’s Steris STE Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-173
Closed -$38K – 1601
2023
Q4 		$38K Buy
+173
New +$36.6K 0.01% 522
2022
Q3 		– Sell
-91
Closed -$19K – 1968
2022
Q2 		$19K Buy
+91
New +$20.5K ﹤0.01% 648
2020
Q2 		– Sell
-5
Closed -$1K – 1512
2020
Q1 		$1K Sell
5
-11
-69% -$1.65K ﹤0.01% 983
2019
Q4 		$2K Buy
16
+6
+60% +$879 ﹤0.01% 792
2019
Q3 		$1K Hold
10
– – ﹤0.01% 918
2019
Q2 		$1K Buy
10
+6
+150% +$801 ﹤0.01% 930
2019
Q1 		$1K Buy
+4
New +$471 ﹤0.01% 892

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return