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Money Concepts Capital’s Steris STE Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-450
Closed -$83.1K – 2584
2022
Q4 		$83.1K Buy
450
+430
+2,150% +$75.6K ﹤0.01% 1050
2022
Q3 		$3K Buy
+20
New +$4.07K ﹤0.01% 1338
2022
Q2 		– Sell
-450
Closed -$109K – 2492
2022
Q1 		$109K Buy
+450
New +$104K 0.01% 957

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's STE Position: Q1 2023 in Review

Money Concepts Capital sold out of Steris (STE) in Q1 2023, closing a stake of 450 shares — an estimated $83.1K sold.

Money Concepts Capital first reported a position in STE in Q1 2022 and held it in 3 quarters. The position peaked at $109K in Q1 2022. 621 funds tracked by Wall St. Rank hold STE as of Q1 2023.

  • Money Concepts Capital reported no remaining Steris position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 450 Steris shares in Q1 2023, an estimated $83.1K.
  • Money Concepts Capital first reported a position in Steris in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's Steris position peaked at $109K in Q1 2022.
  • 621 funds tracked by Wall St. Rank held Steris as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.