Heritage Wealth Management (Arizona)’s Steris STE Stock Holding History

Heritage Wealth Management (Arizona)’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	$5.17K	Buy	28 +14	+100%	+$2.46K	﹤0.01%	878
2022 Q3	$2K	Hold	14	–	–	﹤0.01%	902
2022 Q2	$2.89K	Hold	14	–	–	﹤0.01%	844
2022 Q1	$3K	Buy	+14	New	+$3.25K	﹤0.01%	869
2021 Q3	$3K	Hold	14	–	–	﹤0.01%	793
2021 Q2	$3K	Buy	+14	New	+$2.82K	﹤0.01%	817

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

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 Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

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

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

Heritage Wealth Management (Arizona)'s STE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Steris (STE) stake by 100% in Q4 2022, buying an estimated $2.46K and bringing the position to 28 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Heritage Wealth Management (Arizona) first reported a position in STE in Q2 2021 and has held it in 6 quarters since. 648 funds tracked by Wall St. Rank hold STE as of Q4 2022.

Heritage Wealth Management (Arizona) held 28 shares of Steris worth $5.17K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 14 Steris shares in Q4 2022, an estimated $2.46K.
Steris made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #878 holding.
Heritage Wealth Management (Arizona) first reported a position in Steris in Q2 2021 and has held it in 6 quarters since.
648 funds tracked by Wall St. Rank held Steris as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.