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Kolinsky Wealth Management’s Steris STE Stock Holding History

Kolinsky Wealth Management’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
2022
Q2 		– Sell
-853
Closed -$206K – 146
2022
Q1 		$206K Buy
853
+11
+1% +$2.55K 0.2% 130
2021
Q4 		$205K Buy
+842
New +$192K 0.19% 140

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Kolinsky Wealth Management's STE Position: Q2 2022 in Review

Kolinsky Wealth Management sold out of Steris (STE) in Q2 2022, closing a stake of 853 shares — an estimated $206K sold.

Kolinsky Wealth Management first reported a position in STE in Q4 2021 and held it in 2 quarters. The position peaked at $206K in Q1 2022. 665 funds tracked by Wall St. Rank hold STE as of Q2 2022.

  • Kolinsky Wealth Management reported no remaining Steris position as of Q2 2022 after selling out during the quarter.
  • Kolinsky Wealth Management sold 853 Steris shares in Q2 2022, an estimated $206K.
  • Kolinsky Wealth Management first reported a position in Steris in Q4 2021 and held it in 2 quarters.
  • Kolinsky Wealth Management's Steris position peaked at $206K in Q1 2022.
  • 665 funds tracked by Wall St. Rank held Steris as of Q2 2022.

Based on Kolinsky Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.