Plante Moran Financial Advisors’s Steris STE Stock Holding History

Plante Moran Financial 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	-455	Closed	-$110K	–	982
2024 Q3	$110K	Buy	+455	New	+$106K	0.01%	266
2023 Q1	–	Sell	-138	Closed	-$25.5K	–	897
2022 Q4	$25.5K	Sell	138 -83	-38%	-$14.6K	﹤0.01%	421
2022 Q3	$37K	Buy	221 +214	+3,057%	+$43.5K	0.01%	353
2022 Q2	$1K	Buy	+7	New	+$1.58K	﹤0.01%	943
2021 Q1	–	Sell	-1,004	Closed	-$190K	–	1119
2020 Q4	$190K	Sell	1,004 -23	-2%	-$4.29K	0.06%	176
2020 Q3	$181K	Buy	1,027 +1,000	+3,704%	+$160K	0.06%	168
2020 Q2	$4K	Hold	27	–	–	﹤0.01%	621
2020 Q1	$4K	Hold	27	–	–	﹤0.01%	604
2019 Q4	$4K	Hold	27	–	–	﹤0.01%	641
2019 Q3	$4K	Buy	+27	New	+$4.03K	﹤0.01%	720

Other funds holding STE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Plante Moran Financial Advisors's STE Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of Steris (STE) in Q4 2024, closing a stake of 455 shares — an estimated $110K sold.

Plante Moran Financial Advisors first reported a position in STE in Q3 2019 and held it in 10 quarters. The position peaked at $190K in Q4 2020. 765 funds tracked by Wall St. Rank hold STE as of Q4 2024.

Plante Moran Financial Advisors reported no remaining Steris position as of Q4 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 455 Steris shares in Q4 2024, an estimated $110K.
Plante Moran Financial Advisors first reported a position in Steris in Q3 2019 and held it in 10 quarters.
Plante Moran Financial Advisors's Steris position peaked at $190K in Q4 2020.
765 funds tracked by Wall St. Rank held Steris as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.