GFPC
STE icon

Global Financial Private Client’s Steris STE Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-39
Closed -$8.84K – 1408
2025
Q1 		$8.84K Buy
39
+8
+26% +$1.76K ﹤0.01% 600
2024
Q4 		$6.37K Buy
31
+3
+11% +$658 ﹤0.01% 616
2024
Q3 		$6.79K Hold
28
– – ﹤0.01% 611
2024
Q2 		$6.15K Hold
28
– – ﹤0.01% 488
2024
Q1 		$6.19K Hold
28
– – ﹤0.01% 503
2023
Q4 		$6.16K Hold
28
– – ﹤0.01% 499
2023
Q3 		$6.03K Hold
28
– – ﹤0.01% 487
2023
Q2 		$6.14K Hold
28
– – ﹤0.01% 487
2023
Q1 		$5.33K Hold
28
– – ﹤0.01% 502
2022
Q4 		$5.17K Hold
28
– – ﹤0.01% 485
2022
Q3 		$4.76K Hold
28
– – ﹤0.01% 474
2022
Q2 		$5.91K Hold
28
– – ﹤0.01% 447
2022
Q1 		$6.94K Hold
28
– – ﹤0.01% 443
2021
Q4 		$6.82K Hold
28
– – ﹤0.01% 427
2021
Q3 		$5.81K Hold
28
– – ﹤0.01% 393
2021
Q2 		$5.85K Hold
28
– – ﹤0.01% 400
2021
Q1 		$5.42K Hold
28
– – ﹤0.01% 357
2020
Q4 		$5.31K Hold
28
– – ﹤0.01% 350
2020
Q3 		$4.88K Hold
28
– – ﹤0.01% 345
2020
Q2 		$4.32K Sell
28
-205
-88% -$31.2K ﹤0.01% 396
2020
Q1 		$32.1K Buy
233
+205
+732% +$30.7K 0.03% 259
2019
Q4 		$4.27K Buy
+28
New +$4.1K ﹤0.01% 423

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
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return