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Lake Street Advisors Group’s Steris STE Stock Holding History

Lake Street Advisors Group’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
Q4 		$351K Buy
1,709
+71
+4% +$15.6K 0.02% 405
2024
Q3 		$397K Buy
1,638
+31
+2% +$7.25K 0.02% 381
2024
Q2 		$353K Sell
1,607
-189
-11% -$41.1K 0.02% 402
2024
Q1 		$404K Sell
1,796
-30
-2% -$6.77K 0.02% 379
2023
Q4 		$401K Buy
+1,826
New +$386K 0.02% 369

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 $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Lake Street Advisors Group's STE Position: Q4 2024 in Review

Lake Street Advisors Group increased its Steris (STE) stake by 4.3% in Q4 2024, buying an estimated $15.6K and bringing the position to 1,709 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #405.

Lake Street Advisors Group first reported a position in STE in Q4 2023 and has held it in 5 quarters since. The position peaked at $404K in Q1 2024. 767 funds tracked by Wall St. Rank hold STE as of Q4 2024.

  • Lake Street Advisors Group held 1,709 shares of Steris worth $351K as of Q4 2024.
  • Lake Street Advisors Group bought 71 Steris shares in Q4 2024, an estimated $15.6K.
  • Steris made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #405 holding.
  • Lake Street Advisors Group first reported a position in Steris in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Steris position peaked at $404K in Q1 2024.
  • 767 funds tracked by Wall St. Rank held Steris as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.