Sugarloaf Wealth Management’s Steris STE Stock Holding History

Sugarloaf 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	$11.1K	Hold	54	–	–	﹤0.01%	485
2024 Q3	$13.1K	Hold	54	–	–	﹤0.01%	469
2024 Q2	$11.9K	Hold	54	–	–	﹤0.01%	455
2024 Q1	$12.1K	Hold	54	–	–	﹤0.01%	463
2023 Q4	$11.9K	Hold	54	–	–	﹤0.01%	469
2023 Q3	$11.8K	Hold	54	–	–	﹤0.01%	447
2023 Q2	$12.1K	Hold	54	–	–	﹤0.01%	451
2023 Q1	$10.3K	Hold	54	–	–	﹤0.01%	467
2022 Q4	$9.97K	Hold	54	–	–	﹤0.01%	497
2022 Q3	$9K	Hold	54	–	–	﹤0.01%	543
2022 Q2	$0	Hold	54	–	–	﹤0.01%	826
2022 Q1	$13K	Hold	54	–	–	﹤0.01%	468
2021 Q4	$13K	Hold	54	–	–	﹤0.01%	483
2021 Q3	$11K	Hold	54	–	–	﹤0.01%	509
2021 Q2	$11K	Hold	54	–	–	﹤0.01%	490
2021 Q1	$10	Hold	54	–	–	﹤0.01%	501
2020 Q4	$10K	Hold	54	–	–	﹤0.01%	478
2020 Q3	$10K	Hold	54	–	–	﹤0.01%	456
2020 Q2	$8K	Hold	54	–	–	﹤0.01%	473
2020 Q1	$8K	Hold	54	–	–	﹤0.01%	464
2019 Q4	$8K	Buy	+54	New	+$7.92K	﹤0.01%	490

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

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

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

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

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 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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Sugarloaf Wealth Management's STE Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Steris (STE) position steady in Q4 2024 at 54 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Sugarloaf Wealth Management first reported a position in STE in Q4 2019 and has held it in 21 quarters since. The position peaked at $13.1K in Q3 2024. 765 funds tracked by Wall St. Rank hold STE as of Q4 2024.

Sugarloaf Wealth Management held 54 shares of Steris worth $11.1K as of Q4 2024.
Sugarloaf Wealth Management left its Steris share count unchanged in Q4 2024.
Steris made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #485 holding.
Sugarloaf Wealth Management first reported a position in Steris in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Steris position peaked at $13.1K in Q3 2024.
765 funds tracked by Wall St. Rank held Steris as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.