JP Morgan Private Wealth Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.79M | Sell |
30,950
-1,644
| -5% | -$372K | 0.02% | 439 |
|
|
2023
Q2 | $7.33M | Sell |
32,594
-6,167
| -16% | -$1.23M | 0.04% | 277 |
|
|
2023
Q1 | $7.41M | Sell |
38,761
-4,110
| -10% | -$794K | 0.02% | 494 |
|
|
2022
Q4 | $7.92M | Sell |
42,871
-2,805
| -6% | -$493K | 0.02% | 474 |
|
|
2022
Q3 | $7.59M | Buy |
45,676
+3,091
| +7% | +$629K | 0.02% | 451 |
|
|
2022
Q2 | $8.78M | Buy |
42,585
+2,016
| +5% | +$455K | 0.02% | 433 |
|
|
2022
Q1 | $9.81M | Buy |
40,569
+617
| +2% | +$143K | 0.02% | 443 |
|
|
2021
Q4 | $9.72M | Buy |
39,952
+103
| +0.3% | +$23.5K | 0.02% | 440 |
|
|
2021
Q3 | $8.14M | Sell |
39,849
-94
| -0.2% | -$20.1K | 0.02% | 468 |
|
|
2021
Q2 | $8.24M | Buy |
39,943
+4,819
| +14% | +$970K | 0.02% | 463 |
|
|
2021
Q1 | $6.69M | Sell |
35,124
-926
| -3% | -$172K | 0.02% | 446 |
|
|
2020
Q4 | $6.83M | Buy |
36,050
+672
| +2% | +$125K | 0.02% | 416 |
|
|
2020
Q3 | $6.23M | Buy |
35,378
+3,259
| +10% | +$521K | 0.02% | 390 |
|
|
2020
Q2 | $4.93M | Buy |
32,119
+2,572
| +9% | +$392K | 0.02% | 371 |
|
|
2020
Q1 | $4.13M | Buy |
29,547
+6,433
| +28% | +$962K | 0.02% | 384 |
|
|
2019
Q4 | $3.52M | Buy |
23,114
+3,664
| +19% | +$537K | 0.02% | 500 |
|
|
2019
Q3 | $2.81M | Buy |
19,450
+3,129
| +19% | +$468K | 0.01% | 523 |
|
|
2019
Q2 | $2.43M | Sell |
16,321
-42,738
| -72% | -$5.71M | 0.01% | 551 |
|
|
2019
Q1 | $7.56M | Buy |
59,059
+3,289
| +6% | +$387K | 0.04% | 324 |
|
|
2018
Q4 | $5.96M | Buy |
55,770
+409
| +0.7% | +$45.7K | 0.04% | 334 |
|
|
2018
Q3 | $6.33M | Buy |
55,361
+12,730
| +30% | +$1.44M | 0.03% | 382 |
|
|
2018
Q2 | $4.48M | Buy |
42,631
+595
| +1% | +$59.9K | 0.03% | 419 |
|
|
2018
Q1 | $3.92M | Sell |
42,036
-8
| -0% | -$727 | 0.03% | 369 |
|
|
2017
Q4 | $3.68M | Buy |
42,044
+1,156
| +3% | +$103K | 0.02% | 376 |
|
|
2017
Q3 | $3.61M | Buy |
40,888
+478
| +1% | +$40.5K | 0.03% | 365 |
|
|
2017
Q2 | $3.29M | Sell |
40,410
-3,942
| -9% | -$300K | 0.03% | 369 |
|
|
2017
Q1 | $3.08M | Buy |
44,352
+20,721
| +88% | +$1.43M | 0.02% | 391 |
|
|
2016
Q4 | $1.59M | Buy |
23,631
+19,569
| +482% | +$1.33M | 0.01% | 480 |
|
|
2016
Q3 | $297K | Sell |
4,062
-21,094
| -84% | -$1.49M | ﹤0.01% | 991 |
|
|
2016
Q2 | $1.73M | Sell |
25,156
-57,438
| -70% | -$4.02M | 0.02% | 478 |
|
|
2016
Q1 | $5.87M | Buy |
82,594
+39,864
| +93% | +$2.7M | 0.06% | 232 |
|
|
2015
Q4 | $3.22M | Buy |
42,730
+7,583
| +22% | +$548K | 0.03% | 286 |
|
|
2015
Q3 | $2.28M | Sell |
35,147
-636
| -2% | -$42K | 0.03% | 314 |
|
|
2015
Q2 | $2.31M | Sell |
35,783
-460
| -1% | -$31K | 0.03% | 343 |
|
|
2015
Q1 | $2.55M | Buy |
36,243
+11,041
| +44% | +$728K | 0.03% | 331 |
|
|
2014
Q4 | $1.64M | Sell |
25,202
-1,600
| -6% | -$98.8K | 0.02% | 423 |
|
|
2014
Q3 | $1.45M | Buy |
26,802
+19,642
| +274% | +$1.07M | 0.02% | 425 |
|
|
2014
Q2 | $383K | Sell |
7,160
-370
| -5% | -$19.1K | 0.01% | 641 |
|
|
2014
Q1 | $360K | Buy |
+7,530
| New | +$353K | 0.01% | 674 |
|
Other funds holding STE
JP Morgan Private Wealth Advisors's STE Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Steris (STE) stake by 5% in Q3 2023, selling an estimated $372K and leaving 30,950 shares worth $6.79M. The position accounts for 0.02% of the portfolio, ranked #439.
JP Morgan Private Wealth Advisors first reported a position in STE in Q1 2014 and has held it in 39 quarters since. The position peaked at $9.81M in Q1 2022. 683 funds tracked by Wall St. Rank hold STE as of Q3 2023.
- JP Morgan Private Wealth Advisors held 30,950 shares of Steris worth $6.79M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 1,644 Steris shares in Q3 2023, an estimated $372K.
- Steris made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #439 holding.
- JP Morgan Private Wealth Advisors first reported a position in Steris in Q1 2014 and has held it in 39 quarters since.
- JP Morgan Private Wealth Advisors's Steris position peaked at $9.81M in Q1 2022.
- 683 funds tracked by Wall St. Rank held Steris as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.