JGIA
STE icon

Jackson Grant Investment Advisers’s Steris STE Stock Holding History

Jackson Grant Investment Advisers’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
Q2 		– Sell
-11
Closed -$2.1K – 464
2023
Q1 		$2.1K Buy
+11
New +$2.13K ﹤0.01% 384

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jackson Grant Investment Advisers's STE Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Steris (STE) in Q2 2023, closing a stake of 11 shares — an estimated $2.1K sold.

Jackson Grant Investment Advisers first reported a position in STE in Q1 2023 and held it in 1 quarter. The position peaked at $2.1K in Q1 2023. 657 funds tracked by Wall St. Rank hold STE as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining Steris position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 11 Steris shares in Q2 2023, an estimated $2.1K.
  • Jackson Grant Investment Advisers first reported a position in Steris in Q1 2023 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Steris position peaked at $2.1K in Q1 2023.
  • 657 funds tracked by Wall St. Rank held Steris as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.