Surevest’s Steris STE Stock Holding History

Surevest’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
2022 Q3	$6K	Buy	36 +20	+125%	+$4.07K	﹤0.01%	316
2022 Q2	$3K	Hold	16	–	–	﹤0.01%	393
2022 Q1	$4K	Hold	16	–	–	﹤0.01%	342
2021 Q4	$4K	Buy	+16	New	+$3.66K	﹤0.01%	347

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surevest's STE Position: Q3 2022 in Review

Surevest increased its Steris (STE) stake by 125% in Q3 2022, buying an estimated $4.07K and bringing the position to 36 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Surevest first reported a position in STE in Q4 2021 and has held it in 4 quarters since. 637 funds tracked by Wall St. Rank hold STE as of Q3 2022.

Surevest held 36 shares of Steris worth $6K as of Q3 2022.
Surevest bought 20 Steris shares in Q3 2022, an estimated $4.07K.
Steris made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #316 holding.
Surevest first reported a position in Steris in Q4 2021 and has held it in 4 quarters since.
637 funds tracked by Wall St. Rank held Steris as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.