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Quotient Wealth Partners’s Steris STE Stock Holding History

Quotient Wealth Partners’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
-1,030
Closed -$250K – 338
2024
Q3 		$250K Sell
1,030
-332
-24% -$77.6K 0.01% 280
2024
Q2 		$299K Sell
1,362
-1,531
-53% -$333K 0.01% 248
2024
Q1 		$650K Sell
2,893
-1,048
-27% -$236K 0.02% 147
2023
Q4 		$866K Buy
+3,941
New +$834K 0.03% 135

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Quotient Wealth Partners's STE Position: Q4 2024 in Review

Quotient Wealth Partners sold out of Steris (STE) in Q4 2024, closing a stake of 1,030 shares — an estimated $250K sold.

Quotient Wealth Partners first reported a position in STE in Q4 2023 and held it in 4 quarters. The position peaked at $866K in Q4 2023. 767 funds tracked by Wall St. Rank hold STE as of Q4 2024.

  • Quotient Wealth Partners reported no remaining Steris position as of Q4 2024 after selling out during the quarter.
  • Quotient Wealth Partners sold 1,030 Steris shares in Q4 2024, an estimated $250K.
  • Quotient Wealth Partners first reported a position in Steris in Q4 2023 and held it in 4 quarters.
  • Quotient Wealth Partners's Steris position peaked at $866K in Q4 2023.
  • 767 funds tracked by Wall St. Rank held Steris as of Q4 2024.

Based on Quotient Wealth Partners's 13F filing for Q4 2024, filed 28 Jan 2025.