MGIA
STE icon

Moneta Group Investment Advisors’s Steris STE Stock Holding History

Moneta Group Investment 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
2018
Q2 		– Sell
-200
Closed -$19K – 613
2018
Q1 		$19K Buy
+200
New +$18.2K ﹤0.01% 408
2015
Q4 		– Sell
-104
Closed -$7K – 375
2015
Q3 		$7K Buy
+104
New +$6.87K ﹤0.01% 460

Other funds holding STE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Moneta Group Investment Advisors's STE Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Steris (STE) in Q2 2018, closing a stake of 200 shares — an estimated $19K sold.

Moneta Group Investment Advisors first reported a position in STE in Q3 2015 and held it in 2 quarters. The position peaked at $19K in Q1 2018. 366 funds tracked by Wall St. Rank hold STE as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Steris position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 200 Steris shares in Q2 2018, an estimated $19K.
  • Moneta Group Investment Advisors first reported a position in Steris in Q3 2015 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Steris position peaked at $19K in Q1 2018.
  • 366 funds tracked by Wall St. Rank held Steris as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.