Shine Investment Advisory Services’s Steris STE Stock Holding History

Shine Investment Advisory Services’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 Q3	$202K	Hold	1,147	–	–	0.07%	127
2020 Q2	$176K	Buy	1,147 +164	+17%	+$25K	0.06%	127
2020 Q1	$138K	Sell	983 -24	-2%	-$3.59K	0.06%	144
2019 Q4	$153K	Hold	1,007	–	–	0.06%	150
2019 Q3	$146K	Hold	1,007	–	–	0.07%	136
2019 Q2	$150K	Sell	1,007 -211	-17%	-$28.2K	0.07%	133
2019 Q1	$156K	Hold	1,218	–	–	0.07%	133
2018 Q4	$130K	Sell	1,218 -33	-3%	-$3.69K	0.06%	137
2018 Q3	$143K	Buy	1,251 +1,128	+917%	+$128K	0.08%	137
2018 Q2	$13K	Hold	123	–	–	0.01%	494
2018 Q1	$11K	Hold	123	–	–	0.01%	516
2017 Q4	$11K	Buy	+123	New	+$11K	0.01%	523
2017 Q3	–	Sell	-123	Closed	-$10K	–	681
2017 Q2	$10K	Buy	+123	New	+$9.35K	0.01%	515

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shine Investment Advisory Services's STE Position: Q3 2020 in Review

Shine Investment Advisory Services held its Steris (STE) position steady in Q3 2020 at 1,147 shares worth $202K. The position accounts for 0.07% of the portfolio, ranked #127.

Shine Investment Advisory Services first reported a position in STE in Q2 2017 and has held it in 13 quarters since. 567 funds tracked by Wall St. Rank hold STE as of Q3 2020.

Shine Investment Advisory Services held 1,147 shares of Steris worth $202K as of Q3 2020.
Shine Investment Advisory Services left its Steris share count unchanged in Q3 2020.
Steris made up 0.07% of Shine Investment Advisory Services's portfolio in Q3 2020, its #127 holding.
Shine Investment Advisory Services first reported a position in Steris in Q2 2017 and has held it in 13 quarters since.
567 funds tracked by Wall St. Rank held Steris as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.