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Robertson Stephens Wealth Management’s Steris STE Stock Holding History

Robertson Stephens Wealth Management’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
-1,005
Closed -$244K – 633
2024
Q3 		$244K Buy
+1,005
New +$235K 0.01% 559

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Robertson Stephens Wealth Management's STE Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Steris (STE) in Q4 2024, closing a stake of 1,005 shares — an estimated $244K sold.

Robertson Stephens Wealth Management first reported a position in STE in Q3 2024 and held it in 1 quarter. The position peaked at $244K in Q3 2024. 765 funds tracked by Wall St. Rank hold STE as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Steris position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,005 Steris shares in Q4 2024, an estimated $244K.
  • Robertson Stephens Wealth Management first reported a position in Steris in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Steris position peaked at $244K in Q3 2024.
  • 765 funds tracked by Wall St. Rank held Steris as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.