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Steward Financial Group’s Steris STE Stock Holding History

Steward Financial Group’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
2023
Q3 		$6K Buy
+31
New +$7.01K ﹤0.01% 569
2023
Q2 		– Sell
-35
Closed -$6K – 937
2023
Q1 		$6K Buy
35
+22
+169% +$4.25K ﹤0.01% 289
2022
Q4 		$2K Buy
+13
New +$2.29K ﹤0.01% 350
2022
Q3 		– Sell
-6
Closed -$1K – 1157
2022
Q2 		$1K Buy
+6
New +$1.35K ﹤0.01% 867

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Steward Financial Group's STE Position: Q3 2023 in Review

Steward Financial Group opened a new position in Steris (STE) in Q3 2023: 31 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in STE as recently as Q1 2023.

Steward Financial Group first reported a position in STE in Q2 2022 and has held it in 4 quarters since. 682 funds tracked by Wall St. Rank hold STE as of Q3 2023.

  • Steward Financial Group held 31 shares of Steris worth $6K as of Q3 2023.
  • Steris was a new Steward Financial Group position in Q3 2023.
  • Steris made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #569 holding.
  • Steward Financial Group first reported a position in Steris in Q2 2022 and has held it in 4 quarters since.
  • 682 funds tracked by Wall St. Rank held Steris as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.