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Squar Milner Financial Services’s Steris STE Stock Holding History

Squar Milner Financial 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
Q2 		– Sell
-732
Closed -$102K – 646
2020
Q1 		$102K Buy
732
+154
+27% +$23K 0.06% 260
2019
Q4 		$88K Buy
+578
New +$84.7K 0.04% 355
2019
Q3 		– Sell
-54
Closed -$8K – 646
2019
Q2 		$8K Sell
54
-47
-47% -$6.28K 0.01% 541
2019
Q1 		$12K Hold
101
– – 0.01% 490
2018
Q4 		$11K Hold
101
– – 0.01% 461
2018
Q3 		$12K Hold
101
– – 0.01% 469
2018
Q2 		$11K Buy
+101
New +$10.2K 0.01% 566

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's STE Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Steris (STE) in Q2 2020, closing a stake of 732 shares — an estimated $102K sold.

Squar Milner Financial Services first reported a position in STE in Q2 2018 and held it in 7 quarters. The position peaked at $102K in Q1 2020. 576 funds tracked by Wall St. Rank hold STE as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Steris position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 732 Steris shares in Q2 2020, an estimated $102K.
  • Squar Milner Financial Services first reported a position in Steris in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Steris position peaked at $102K in Q1 2020.
  • 576 funds tracked by Wall St. Rank held Steris as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.