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McClarren Financial Advisors’s Steris STE Stock Holding History

McClarren Financial 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
2024
Q1 		– Sell
-1
Closed – – 420
2023
Q4 		$0 Hold
1
– – ﹤0.01% 418
2023
Q3 		$0 Hold
1
– – ﹤0.01% 395
2023
Q2 		$0 Hold
1
– – ﹤0.01% 456
2023
Q1 		$0 Hold
1
– – ﹤0.01% 452
2022
Q4 		$0 Buy
+1
New +$176 ﹤0.01% 462

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

McClarren Financial Advisors's STE Position: Q1 2024 in Review

McClarren Financial Advisors sold out of Steris (STE) in Q1 2024, closing a stake of 1 share.

McClarren Financial Advisors first reported a position in STE in Q4 2022 and held it in 5 quarters. The position peaked at $0 in Q4 2023. 725 funds tracked by Wall St. Rank hold STE as of Q1 2024.

  • McClarren Financial Advisors reported no remaining Steris position as of Q1 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 1 Steris share in Q1 2024.
  • McClarren Financial Advisors first reported a position in Steris in Q4 2022 and held it in 5 quarters.
  • McClarren Financial Advisors's Steris position peaked at $0 in Q4 2023.
  • 725 funds tracked by Wall St. Rank held Steris as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.