Newbridge Financial Services Group’s Steris STE Stock Holding History

Newbridge Financial Services Group’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 Q1	–	Sell	-12	Closed	-$2.64K	–	1288
2023 Q4	$2.64K	Sell	12 -68	-85%	-$14.4K	﹤0.01%	946
2023 Q3	$17.7K	Sell	80 -17	-18%	-$3.85K	0.01%	674
2023 Q2	$21.7K	Buy	97 +1	+1%	+$200	0.01%	671
2023 Q1	$18.5K	Hold	96	–	–	0.01%	753
2022 Q4	$17.8K	Hold	96	–	–	0.01%	760
2022 Q3	$16K	Hold	96	–	–	0.01%	765
2022 Q2	$20K	Hold	96	–	–	0.01%	660
2022 Q1	$23K	Buy	96 +1	+1%	+$232	0.01%	695
2021 Q4	$23K	Buy	95 +12	+14%	+$2.74K	0.01%	688
2021 Q3	$17K	Sell	83 -1	-1%	-$214	0.01%	717
2021 Q2	$17K	Hold	84	–	–	0.01%	833
2021 Q1	$16K	Buy	84 +77	+1,100%	+$14.3K	0.01%	754
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	1064
2020 Q3	$1K	Buy	+7	New	+$1.12K	﹤0.01%	1009

Other funds holding STE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Newbridge Financial Services Group's STE Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of Steris (STE) in Q1 2024, closing a stake of 12 shares — an estimated $2.64K sold.

Newbridge Financial Services Group first reported a position in STE in Q3 2020 and held it in 14 quarters. The position peaked at $23K in Q1 2022. 727 funds tracked by Wall St. Rank hold STE as of Q1 2024.

Newbridge Financial Services Group reported no remaining Steris position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 12 Steris shares in Q1 2024, an estimated $2.64K.
Newbridge Financial Services Group first reported a position in Steris in Q3 2020 and held it in 14 quarters.
Newbridge Financial Services Group's Steris position peaked at $23K in Q1 2022.
727 funds tracked by Wall St. Rank held Steris as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.