Prio Wealth Limited Partnership’s Steris STE Stock Holding History

Prio Wealth Limited Partnership’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
2023 Q1	–	Sell	-1,325	Closed	-$245K	–	254
2022 Q4	$245K	Hold	1,325	–	–	0.01%	227
2022 Q3	$220K	Hold	1,325	–	–	0.01%	232
2022 Q2	$273K	Hold	1,325	–	–	0.01%	228
2022 Q1	$320K	Hold	1,325	–	–	0.01%	227
2021 Q4	$323K	Hold	1,325	–	–	0.01%	230
2021 Q3	$271K	Hold	1,325	–	–	0.01%	243
2021 Q2	$273K	Sell	1,325 -126	-9%	-$25.4K	0.01%	243
2021 Q1	$276K	Hold	1,451	–	–	0.01%	247
2020 Q4	$275K	Buy	1,451 +26	+2%	+$4.85K	0.01%	250
2020 Q3	$251K	Hold	1,425	–	–	0.01%	232
2020 Q2	$219K	Buy	+1,425	New	+$217K	0.01%	242
2020 Q1	–	Sell	-1,425	Closed	-$217K	–	252
2019 Q4	$217K	Buy	+1,425	New	+$209K	0.01%	249

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Prio Wealth Limited Partnership's STE Position: Q1 2023 in Review

Prio Wealth Limited Partnership sold out of Steris (STE) in Q1 2023, closing a stake of 1,325 shares — an estimated $245K sold.

Prio Wealth Limited Partnership first reported a position in STE in Q4 2019 and held it in 12 quarters. The position peaked at $323K in Q4 2021. 621 funds tracked by Wall St. Rank hold STE as of Q1 2023.

Prio Wealth Limited Partnership reported no remaining Steris position as of Q1 2023 after selling out during the quarter.
Prio Wealth Limited Partnership sold 1,325 Steris shares in Q1 2023, an estimated $245K.
Prio Wealth Limited Partnership first reported a position in Steris in Q4 2019 and held it in 12 quarters.
Prio Wealth Limited Partnership's Steris position peaked at $323K in Q4 2021.
621 funds tracked by Wall St. Rank held Steris as of Q1 2023.

Based on Prio Wealth Limited Partnership's 13F filing for Q1 2023, filed 12 May 2023.