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Laurel Wealth Advisors (California)’s Steris STE Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$201K Buy
+1,090
New +$192K 0.02% 640
2022
Q3 		– Sell
-1,175
Closed -$242K – 671
2022
Q2 		$242K Sell
1,175
-605
-34% -$136K 0.02% 573
2022
Q1 		$430K Sell
1,780
-15
-0.8% -$3.48K 0.04% 456
2021
Q4 		$437K Buy
+1,795
New +$410K 0.03% 489

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laurel Wealth Advisors (California)'s STE Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in Steris (STE) in Q4 2022: 1,090 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #640 among its holdings. This is a return to the name: Laurel Wealth Advisors (California) previously reported a position in STE as recently as Q2 2022.

Laurel Wealth Advisors (California) first reported a position in STE in Q4 2021 and has held it in 4 quarters since. The position peaked at $437K in Q4 2021. 648 funds tracked by Wall St. Rank hold STE as of Q4 2022.

  • Laurel Wealth Advisors (California) held 1,090 shares of Steris worth $201K as of Q4 2022.
  • Steris was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • Steris made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #640 holding.
  • Laurel Wealth Advisors (California) first reported a position in Steris in Q4 2021 and has held it in 4 quarters since.
  • Laurel Wealth Advisors (California)'s Steris position peaked at $437K in Q4 2021.
  • 648 funds tracked by Wall St. Rank held Steris as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.