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Patriot Financial Group Insurance Agency’s Steris STE Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q4 		– Sell
-3
Closed -$1K – 1992
2020
Q3 		$1K Hold
3
– – ﹤0.01% 1608
2020
Q2 		$0 Hold
3
– – ﹤0.01% 1828
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1727
2019
Q4 		$0 Hold
3
– – ﹤0.01% 1441
2019
Q3 		$0 Buy
+3
New +$448 ﹤0.01% 1454
2018
Q2 		– Sell
-32
Closed -$3K – 888
2018
Q1 		$3K Hold
32
– – ﹤0.01% 842
2017
Q4 		$3K Hold
32
– – ﹤0.01% 838
2017
Q3 		$3K Buy
+32
New +$2.71K ﹤0.01% 802

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's STE Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Steris (STE) in Q4 2020, closing a stake of 3 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in STE in Q3 2017 and held it in 8 quarters. The position peaked at $3K in Q1 2018. 614 funds tracked by Wall St. Rank hold STE as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Steris position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3 Steris shares in Q4 2020, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Steris in Q3 2017 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's Steris position peaked at $3K in Q1 2018.
  • 614 funds tracked by Wall St. Rank held Steris as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.