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Householder Group Estate & Retirement Specialist’s Steris STE Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-89
Closed -$19.7K – 1320
2023
Q3 		$19.7K Buy
+89
New +$20.1K 0.01% 651
2023
Q1 		$17K Buy
90
+1
+1% +$193 0.01% 672
2022
Q4 		$16K Sell
89
-178
-67% -$31.3K 0.02% 189
2022
Q3 		$44K Buy
+267
New +$54.3K 0.02% 426

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's STE Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Steris (STE) in Q4 2023, closing a stake of 89 shares — an estimated $19.7K sold.

Householder Group Estate & Retirement Specialist first reported a position in STE in Q3 2022 and held it in 4 quarters. The position peaked at $44K in Q3 2022. 707 funds tracked by Wall St. Rank hold STE as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Steris position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 89 Steris shares in Q4 2023, an estimated $19.7K.
  • Householder Group Estate & Retirement Specialist first reported a position in Steris in Q3 2022 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Steris position peaked at $44K in Q3 2022.
  • 707 funds tracked by Wall St. Rank held Steris as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.