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Moody Aldrich Partners’s Steris STE Stock Holding History

Moody Aldrich Partners’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
Q3 		– Sell
-1,787
Closed -$392K – 212
2024
Q2 		$392K Sell
1,787
-1
-0.1% -$217 0.08% 141
2024
Q1 		$402K Sell
1,788
-8
-0.4% -$1.8K 0.07% 159
2023
Q4 		$395K Sell
1,796
-424
-19% -$89.7K 0.07% 152
2023
Q3 		$487K Buy
2,220
+60
+3% +$13.6K 0.09% 129
2023
Q2 		$486K Sell
2,160
-109
-5% -$21.8K 0.09% 117
2023
Q1 		$434K Sell
2,269
-2
-0.1% -$387 0.09% 124
2022
Q4 		$419K Sell
2,271
-28
-1% -$4.92K 0.09% 128
2022
Q3 		$382K Buy
2,299
+322
+16% +$65.5K 0.08% 127
2022
Q2 		$408K Buy
+1,977
New +$446K 0.08% 117
2021
Q2 		– Sell
-1,228
Closed -$234K – 193
2021
Q1 		$234K Buy
+1,228
New +$228K 0.03% 172
2020
Q3 		– Sell
-1,332
Closed -$204K – 179
2020
Q2 		$204K Buy
+1,332
New +$203K 0.04% 158
2020
Q1 		– Sell
-1,406
Closed -$214K – 159
2019
Q4 		$214K Buy
+1,406
New +$206K 0.04% 148
2019
Q3 		– Sell
-1,818
Closed -$271K – 138
2019
Q2 		$271K Buy
+1,818
New +$243K 0.07% 116

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Moody Aldrich Partners's STE Position: Q3 2024 in Review

Moody Aldrich Partners sold out of Steris (STE) in Q3 2024, closing a stake of 1,787 shares — an estimated $392K sold.

Moody Aldrich Partners first reported a position in STE in Q2 2019 and held it in 13 quarters. The position peaked at $487K in Q3 2023. 759 funds tracked by Wall St. Rank hold STE as of Q3 2024.

  • Moody Aldrich Partners reported no remaining Steris position as of Q3 2024 after selling out during the quarter.
  • Moody Aldrich Partners sold 1,787 Steris shares in Q3 2024, an estimated $392K.
  • Moody Aldrich Partners first reported a position in Steris in Q2 2019 and held it in 13 quarters.
  • Moody Aldrich Partners's Steris position peaked at $487K in Q3 2023.
  • 759 funds tracked by Wall St. Rank held Steris as of Q3 2024.

Based on Moody Aldrich Partners's 13F filing for Q3 2024, filed 22 Oct 2024.