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Kelly Financial Services’s Steris STE Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-102
Closed -$22.4K – 666
2024
Q2 		$22.4K Buy
102
+12
+13% +$2.61K 0.01% 316
2024
Q1 		$20.2K Hold
90
– – 0.01% 324
2023
Q4 		$19.7K Buy
90
+1
+1% +$211 0.01% 309
2023
Q3 		$19.6K Buy
89
+18
+25% +$4.07K 0.01% 285
2023
Q2 		$16K Buy
71
+25
+54% +$5K 0.01% 306
2023
Q1 		$8.82K Buy
+46
New +$8.89K ﹤0.01% 368

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Kelly Financial Services's STE Position: Q3 2024 in Review

Kelly Financial Services sold out of Steris (STE) in Q3 2024, closing a stake of 102 shares — an estimated $22.4K sold.

Kelly Financial Services first reported a position in STE in Q1 2023 and held it in 6 quarters. The position peaked at $22.4K in Q2 2024. 759 funds tracked by Wall St. Rank hold STE as of Q3 2024.

  • Kelly Financial Services reported no remaining Steris position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 102 Steris shares in Q3 2024, an estimated $22.4K.
  • Kelly Financial Services first reported a position in Steris in Q1 2023 and held it in 6 quarters.
  • Kelly Financial Services's Steris position peaked at $22.4K in Q2 2024.
  • 759 funds tracked by Wall St. Rank held Steris as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.