Polaris Wealth Advisory Group’s Steris STE Stock Holding History

Polaris Wealth Advisory Group’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 Q2	–	Sell	-21,435	Closed	-$3M	–	160
2020 Q1	$3M	Sell	21,435 -1,296	-6%	-$194K	0.33%	56
2019 Q4	$3.5M	Sell	22,731 -705	-3%	-$103K	0.23%	79
2019 Q3	$3.26M	Buy	+23,436	New	+$3.5M	0.27%	61
2016 Q1	–	Sell	-6,747	Closed	-$508K	–	140
2015 Q4	$508K	Buy	+6,747	New	+$487K	0.08%	78

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Polaris Wealth Advisory Group's STE Position: Q2 2020 in Review

Polaris Wealth Advisory Group sold out of Steris (STE) in Q2 2020, closing a stake of 21,435 shares — an estimated $3M sold.

Polaris Wealth Advisory Group first reported a position in STE in Q4 2015 and held it in 4 quarters. The position peaked at $3.5M in Q4 2019. 576 funds tracked by Wall St. Rank hold STE as of Q2 2020.

Polaris Wealth Advisory Group reported no remaining Steris position as of Q2 2020 after selling out during the quarter.
Polaris Wealth Advisory Group sold 21,435 Steris shares in Q2 2020, an estimated $3M.
Polaris Wealth Advisory Group first reported a position in Steris in Q4 2015 and held it in 4 quarters.
Polaris Wealth Advisory Group's Steris position peaked at $3.5M in Q4 2019.
576 funds tracked by Wall St. Rank held Steris as of Q2 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2020, filed 13 Jul 2020.