Lenox Wealth Advisors’s Steris STE Stock Holding History

Lenox Wealth Advisors’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 Q1	$13K	Sell	54 -36	-40%	-$8.35K	﹤0.01%	446
2021 Q4	$22K	Hold	90	–	–	﹤0.01%	379
2021 Q3	$18K	Hold	90	–	–	﹤0.01%	382
2021 Q2	$19K	Hold	90	–	–	﹤0.01%	370
2021 Q1	$17K	Sell	90 -136	-60%	-$25.2K	﹤0.01%	338
2020 Q4	$43K	Buy	226 +72	+47%	+$13.4K	0.01%	206
2020 Q3	$27K	Buy	154 +54	+54%	+$8.63K	﹤0.01%	242
2020 Q2	$15K	Buy	100 +27	+37%	+$4.11K	﹤0.01%	334
2020 Q1	$10K	Buy	+73	New	+$10.9K	﹤0.01%	347
2019 Q4	–	Sell	-24	Closed	-$3K	–	813
2019 Q3	$3K	Hold	24	–	–	﹤0.01%	468
2019 Q2	$4K	Sell	24 -86	-78%	-$11.5K	﹤0.01%	338
2019 Q1	$14K	Buy	+110	New	+$12.9K	﹤0.01%	241
2018 Q2	–	Sell	-20	Closed	-$2K	–	638
2018 Q1	$2K	Buy	+20	New	+$1.82K	﹤0.01%	483

Other funds holding STE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's STE Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Steris (STE) stake by 40% in Q1 2022, selling an estimated $8.35K and leaving 54 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Lenox Wealth Advisors first reported a position in STE in Q1 2018 and has held it in 13 quarters since. The position peaked at $43K in Q4 2020. 646 funds tracked by Wall St. Rank hold STE as of Q1 2022.

Lenox Wealth Advisors held 54 shares of Steris worth $13K as of Q1 2022.
Lenox Wealth Advisors sold 36 Steris shares in Q1 2022, an estimated $8.35K.
Steris made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #446 holding.
Lenox Wealth Advisors first reported a position in Steris in Q1 2018 and has held it in 13 quarters since.
Lenox Wealth Advisors's Steris position peaked at $43K in Q4 2020.
646 funds tracked by Wall St. Rank held Steris as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.