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Herold Advisors’s Steris STE Stock Holding History

Herold Advisors’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
2023
Q1 		– Sell
-1,219
Closed -$225K – 238
2022
Q4 		$225K Hold
1,219
– – 0.1% 189
2022
Q3 		$202K Hold
1,219
– – 0.1% 180
2022
Q2 		$251K Buy
1,219
+279
+30% +$62.9K 0.11% 168
2022
Q1 		$227K Buy
+940
New +$218K 0.08% 184

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Herold Advisors's STE Position: Q1 2023 in Review

Herold Advisors sold out of Steris (STE) in Q1 2023, closing a stake of 1,219 shares — an estimated $225K sold.

Herold Advisors first reported a position in STE in Q1 2022 and held it in 4 quarters. The position peaked at $251K in Q2 2022. 621 funds tracked by Wall St. Rank hold STE as of Q1 2023.

  • Herold Advisors reported no remaining Steris position as of Q1 2023 after selling out during the quarter.
  • Herold Advisors sold 1,219 Steris shares in Q1 2023, an estimated $225K.
  • Herold Advisors first reported a position in Steris in Q1 2022 and held it in 4 quarters.
  • Herold Advisors's Steris position peaked at $251K in Q2 2022.
  • 621 funds tracked by Wall St. Rank held Steris as of Q1 2023.

Based on Herold Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.