MWS
STE icon

Maxwell Wealth Strategies’s Steris STE Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$1.27M Sell
6,195
-2,661
-30% -$584K 0.52% 53
2024
Q3 		$2.01M Buy
8,856
+2,393
+37% +$560K 0.86% 42
2024
Q2 		$1.42M Buy
6,463
+34
+0.5% +$7.39K 0.7% 49
2024
Q1 		$1.44M Buy
6,429
+5,250
+445% +$1.18M 0.73% 49
2023
Q4 		$259K Buy
+1,179
New +$249K 0.17% 84

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Maxwell Wealth Strategies's STE Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Steris (STE) stake by 30% in Q4 2024, selling an estimated $584K and leaving 6,195 shares worth $1.27M. The position accounts for 0.52% of the portfolio, ranked #53.

Maxwell Wealth Strategies first reported a position in STE in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.01M in Q3 2024. 765 funds tracked by Wall St. Rank hold STE as of Q4 2024.

  • Maxwell Wealth Strategies held 6,195 shares of Steris worth $1.27M as of Q4 2024.
  • Maxwell Wealth Strategies sold 2,661 Steris shares in Q4 2024, an estimated $584K.
  • Steris made up 0.52% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #53 holding.
  • Maxwell Wealth Strategies first reported a position in Steris in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Steris position peaked at $2.01M in Q3 2024.
  • 765 funds tracked by Wall St. Rank held Steris as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.