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Kore Private Wealth’s Steris STE Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-120
Closed -$18K – 967
2020
Q2 		$18K Buy
120
+50
+71% +$7.62K ﹤0.01% 673
2020
Q1 		$10K Buy
70
+43
+159% +$6.43K ﹤0.01% 697
2019
Q4 		$4K Buy
+27
New +$3.96K ﹤0.01% 890
2019
Q2 		– Sell
-51
Closed -$7K – 706
2019
Q1 		$7K Hold
51
– – ﹤0.01% 718
2018
Q4 		$5K Buy
+51
New +$5.69K ﹤0.01% 692

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kore Private Wealth's STE Position: Q3 2020 in Review

Kore Private Wealth sold out of Steris (STE) in Q3 2020, closing a stake of 120 shares — an estimated $18K sold.

Kore Private Wealth first reported a position in STE in Q4 2018 and held it in 5 quarters. The position peaked at $18K in Q2 2020. 566 funds tracked by Wall St. Rank hold STE as of Q3 2020.

  • Kore Private Wealth reported no remaining Steris position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 120 Steris shares in Q3 2020, an estimated $18K.
  • Kore Private Wealth first reported a position in Steris in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Steris position peaked at $18K in Q2 2020.
  • 566 funds tracked by Wall St. Rank held Steris as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.