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Operose Advisors’s Steris STE Stock Holding History

Operose Advisors’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
Q4 		– Sell
-153
Closed -$37.1K – 614
2024
Q3 		$37.1K Hold
153
– – 0.01% 312
2024
Q2 		$33.6K Hold
153
– – 0.01% 280
2024
Q1 		$34.4K Hold
153
– – 0.01% 294
2023
Q4 		$33.6K Sell
153
-1,044
-87% -$221K 0.01% 273
2023
Q3 		$263K Buy
+1,197
New +$271K 0.1% 96

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Operose Advisors's STE Position: Q4 2024 in Review

Operose Advisors sold out of Steris (STE) in Q4 2024, closing a stake of 153 shares — an estimated $37.1K sold.

Operose Advisors first reported a position in STE in Q3 2023 and held it in 5 quarters. The position peaked at $263K in Q3 2023. 767 funds tracked by Wall St. Rank hold STE as of Q4 2024.

  • Operose Advisors reported no remaining Steris position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 153 Steris shares in Q4 2024, an estimated $37.1K.
  • Operose Advisors first reported a position in Steris in Q3 2023 and held it in 5 quarters.
  • Operose Advisors's Steris position peaked at $263K in Q3 2023.
  • 767 funds tracked by Wall St. Rank held Steris as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.