LWM
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Lenox Wealth Management’s Steris STE Stock Holding History

Lenox 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
2020
Q2 		$174K Buy
1,137
+8
+0.7% +$1.22K 0.05% 157
2020
Q1 		$158K Buy
1,129
+159
+16% +$23.8K 0.05% 155
2019
Q4 		$148K Buy
970
+68
+8% +$9.97K 0.04% 170
2019
Q3 		$130K Sell
902
-74
-8% -$11.1K 0.04% 178
2019
Q2 		$145K Buy
976
+23
+2% +$3.07K 0.04% 156
2019
Q1 		$122K Sell
953
-32
-3% -$3.77K 0.04% 161
2018
Q4 		$105K Buy
985
+10
+1% +$1.12K 0.04% 155
2018
Q3 		$112K Buy
975
+229
+31% +$25.9K 0.03% 185
2018
Q2 		$78K Buy
746
+176
+31% +$17.7K 0.03% 189
2018
Q1 		$53K Buy
570
+162
+40% +$14.7K 0.02% 204
2017
Q4 		$36K Sell
408
-148
-27% -$13.2K 0.01% 249
2017
Q3 		$49K Buy
556
+126
+29% +$10.7K 0.02% 227
2017
Q2 		$35K Buy
+430
New +$32.7K 0.01% 238

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lenox Wealth Management's STE Position: Q2 2020 in Review

Lenox Wealth Management increased its Steris (STE) stake by 0.71% in Q2 2020, buying an estimated $1.22K and bringing the position to 1,137 shares worth $174K. The position accounts for 0.05% of the portfolio, ranked #157.

Lenox Wealth Management first reported a position in STE in Q2 2017 and has held it in 13 quarters since. 576 funds tracked by Wall St. Rank hold STE as of Q2 2020.

  • Lenox Wealth Management held 1,137 shares of Steris worth $174K as of Q2 2020.
  • Lenox Wealth Management bought 8 Steris shares in Q2 2020, an estimated $1.22K.
  • Steris made up 0.05% of Lenox Wealth Management's portfolio in Q2 2020, its #157 holding.
  • Lenox Wealth Management first reported a position in Steris in Q2 2017 and has held it in 13 quarters since.
  • 576 funds tracked by Wall St. Rank held Steris as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.