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Omnia Family Wealth’s Steris STE Stock Holding History

Omnia Family Wealth’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
2017
Q4 		– Sell
-39
Closed -$3K – 636
2017
Q3 		$3K Hold
39
– – ﹤0.01% 405
2017
Q2 		$3K Sell
39
-132
-77% -$10K ﹤0.01% 535
2017
Q1 		$12K Hold
171
– – 0.01% 264
2016
Q4 		$12K Buy
+171
New +$11.6K 0.01% 268

Other funds holding STE

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Omnia Family Wealth's STE Position: Q4 2017 in Review

Omnia Family Wealth sold out of Steris (STE) in Q4 2017, closing a stake of 39 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in STE in Q4 2016 and held it in 4 quarters. The position peaked at $12K in Q1 2017. 334 funds tracked by Wall St. Rank hold STE as of Q4 2017.

  • Omnia Family Wealth reported no remaining Steris position as of Q4 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 39 Steris shares in Q4 2017, an estimated $3K.
  • Omnia Family Wealth first reported a position in Steris in Q4 2016 and held it in 4 quarters.
  • Omnia Family Wealth's Steris position peaked at $12K in Q1 2017.
  • 334 funds tracked by Wall St. Rank held Steris as of Q4 2017.

Based on Omnia Family Wealth's 13F filing for Q4 2017, filed 2 Feb 2018.