Simplicity Wealth’s Steris STE Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-1,546	Closed	-$339K	–	1108
2024 Q2	$339K	Buy	1,546 +103	+7%	+$22.4K	0.01%	910
2024 Q1	$324K	Buy	+1,443	New	+$325K	0.01%	888

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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

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

Simplicity Wealth's STE Position: Q3 2024 in Review

Simplicity Wealth sold out of Steris (STE) in Q3 2024, closing a stake of 1,546 shares — an estimated $339K sold.

Simplicity Wealth first reported a position in STE in Q1 2024 and held it in 2 quarters. The position peaked at $339K in Q2 2024. 759 funds tracked by Wall St. Rank hold STE as of Q3 2024.

Simplicity Wealth reported no remaining Steris position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 1,546 Steris shares in Q3 2024, an estimated $339K.
Simplicity Wealth first reported a position in Steris in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Steris position peaked at $339K in Q2 2024.
759 funds tracked by Wall St. Rank held Steris as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.