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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return