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Halpern Financial’s Steris STE Stock Holding History

Halpern Financial’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
Q1 		– Sell
-41
Closed -$9.98K – 268
2021
Q4 		$9.98K Hold
41
– – ﹤0.01% 184
2021
Q3 		$8.38K Hold
41
– – ﹤0.01% 189
2021
Q2 		$8.46K Hold
41
– – ﹤0.01% 153
2021
Q1 		$7.81K Hold
41
– – ﹤0.01% 156
2020
Q4 		$7.77K Hold
41
– – ﹤0.01% 141
2020
Q3 		$7.22K Buy
+41
New +$6.56K ﹤0.01% 131

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Halpern Financial's STE Position: Q1 2022 in Review

Halpern Financial sold out of Steris (STE) in Q1 2022, closing a stake of 41 shares — an estimated $9.98K sold.

Halpern Financial first reported a position in STE in Q3 2020 and held it in 6 quarters. The position peaked at $9.98K in Q4 2021. 645 funds tracked by Wall St. Rank hold STE as of Q1 2022.

  • Halpern Financial reported no remaining Steris position as of Q1 2022 after selling out during the quarter.
  • Halpern Financial sold 41 Steris shares in Q1 2022, an estimated $9.98K.
  • Halpern Financial first reported a position in Steris in Q3 2020 and held it in 6 quarters.
  • Halpern Financial's Steris position peaked at $9.98K in Q4 2021.
  • 645 funds tracked by Wall St. Rank held Steris as of Q1 2022.

Based on Halpern Financial's 13F filing for Q1 2022, filed 21 Sep 2023.