LWM
STE icon

Liberty Wealth Management’s Steris STE Stock Holding History

Liberty 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
2021
Q4 		– Sell
-36
Closed -$8K – 982
2021
Q3 		$8K Buy
36
+18
+100% +$3.85K ﹤0.01% 874
2021
Q2 		$4K Hold
18
– – ﹤0.01% 843
2021
Q1 		$3K Hold
18
– – ﹤0.01% 782
2020
Q4 		$3K Hold
18
– – ﹤0.01% 778
2020
Q3 		$3K Sell
18
-10
-36% -$1.6K ﹤0.01% 721
2020
Q2 		$4K Sell
28
-4
-13% -$609 ﹤0.01% 661
2020
Q1 		$4K Hold
32
– – ﹤0.01% 640
2019
Q4 		$5K Hold
32
– – ﹤0.01% 679
2019
Q3 		$5K Hold
32
– – ﹤0.01% 645
2019
Q2 		$5K Hold
32
– – ﹤0.01% 668
2019
Q1 		$4K Buy
32
+14
+78% +$1.65K ﹤0.01% 572
2018
Q4 		$1K Buy
+18
New +$2.01K ﹤0.01% 726

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return