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Moran Wealth Management’s Steris STE Stock Holding History

Moran Wealth Management’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
Q3 		– Sell
-31,512
Closed -$7.09M – 422
2023
Q2 		$7.09M Buy
31,512
+598
+2% +$120K 0.27% 131
2023
Q1 		$5.91M Buy
30,914
+8,813
+40% +$1.7M 0.22% 143
2022
Q4 		$4.08M Buy
+22,101
New +$3.89M 0.16% 171

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Moran Wealth Management's STE Position: Q3 2023 in Review

Moran Wealth Management sold out of Steris (STE) in Q3 2023, closing a stake of 31,512 shares — an estimated $7.09M sold.

Moran Wealth Management first reported a position in STE in Q4 2022 and held it in 3 quarters. The position peaked at $7.09M in Q2 2023. 682 funds tracked by Wall St. Rank hold STE as of Q3 2023.

  • Moran Wealth Management reported no remaining Steris position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 31,512 Steris shares in Q3 2023, an estimated $7.09M.
  • Moran Wealth Management first reported a position in Steris in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's Steris position peaked at $7.09M in Q2 2023.
  • 682 funds tracked by Wall St. Rank held Steris as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.