LAS
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Lloyd Advisory Services’s Steris STE Stock Holding History

Lloyd Advisory Services’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
2026
Q1 		– Sell
-150
Closed -$38K – 1029
2025
Q4 		$38K Buy
+150
New +$37.7K 0.01% 265
2023
Q4 		– Sell
-4,486
Closed -$984K – 312
2023
Q3 		$984K Buy
+4,486
New +$1.01M 0.32% 69
2021
Q1 		– Sell
-168
Closed -$32K – 411
2020
Q4 		$32K Hold
168
– – 0.02% 147
2020
Q3 		$30K Buy
168
+10
+6% +$1.6K 0.02% 136
2020
Q2 		$24K Buy
158
+3
+2% +$457 0.02% 157
2020
Q1 		$22K Buy
+155
New +$23.2K 0.02% 142

Other funds holding STE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return