Petrus Trust Company’s Steris STE Stock Holding History

Petrus Trust Company’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
2025 Q3	–	Sell	-1,073	Closed	-$258K	–	491
2025 Q2	$258K	Buy	1,073 +122	+13%	+$28.4K	0.03%	382
2025 Q1	$216K	Buy	+951	New	+$209K	0.02%	523
2024 Q1	–	Sell	-1,236	Closed	-$272K	–	778
2023 Q4	$272K	Buy	+1,236	New	+$261K	0.03%	479

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

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

GIM

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Petrus Trust Company's STE Position: Q3 2025 in Review

Petrus Trust Company sold out of Steris (STE) in Q3 2025, closing a stake of 1,073 shares — an estimated $258K sold.

Petrus Trust Company first reported a position in STE in Q4 2023 and held it in 3 quarters. The position peaked at $272K in Q4 2023. 844 funds tracked by Wall St. Rank hold STE as of Q3 2025.

Petrus Trust Company reported no remaining Steris position as of Q3 2025 after selling out during the quarter.
Petrus Trust Company sold 1,073 Steris shares in Q3 2025, an estimated $258K.
Petrus Trust Company first reported a position in Steris in Q4 2023 and held it in 3 quarters.
Petrus Trust Company's Steris position peaked at $272K in Q4 2023.
844 funds tracked by Wall St. Rank held Steris as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.