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Gupta Wealth Management’s Steris STE Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$14K Buy
200
+35
+21% +$2.37K ﹤0.01% 785
2015
Q4 		$12K Buy
165
+40
+32% +$2.89K ﹤0.01% 837
2015
Q3 		$8K Buy
+125
New +$8.26K ﹤0.01% 966

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gupta Wealth Management's STE Position: Q1 2016 in Review

Gupta Wealth Management increased its Steris (STE) stake by 21% in Q1 2016, buying an estimated $2.37K and bringing the position to 200 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Gupta Wealth Management first reported a position in STE in Q3 2015 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold STE as of Q1 2016.

  • Gupta Wealth Management held 200 shares of Steris worth $14K as of Q1 2016.
  • Gupta Wealth Management bought 35 Steris shares in Q1 2016, an estimated $2.37K.
  • Steris made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #785 holding.
  • Gupta Wealth Management first reported a position in Steris in Q3 2015 and has held it in 3 quarters since.
  • 295 funds tracked by Wall St. Rank held Steris as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.