Sutton Wealth Advisors’s Steris STE Stock Holding History

Sutton Wealth Advisors’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	$5.92K	Buy	27 +6	+29%	+$1.36K	﹤0.01%	559
2023 Q2	$4.72K	Hold	21	–	–	﹤0.01%	580
2023 Q1	$4.02K	Hold	21	–	–	﹤0.01%	550
2022 Q4	$3.88K	Buy	21 +12	+133%	+$2.11K	﹤0.01%	1131
2022 Q3	$1.5K	Sell	9 -4	-31%	-$814	﹤0.01%	1219
2022 Q2	$2.68K	Sell	13 -5	-28%	-$1.13K	﹤0.01%	1143
2022 Q1	$4.35K	Buy	18 +8	+80%	+$1.85K	﹤0.01%	1101
2021 Q4	$2.43K	Hold	10	–	–	﹤0.01%	1174
2021 Q3	$2.04K	Buy	10 +1	+11%	+$214	﹤0.01%	1171
2021 Q2	$1.86K	Hold	9	–	–	﹤0.01%	1170
2021 Q1	$1.71K	Hold	9	–	–	﹤0.01%	1156
2020 Q4	$1.71K	Buy	9 +6	+200%	+$1.12K	﹤0.01%	1130
2020 Q3	$529	Hold	3	–	–	﹤0.01%	1177
2020 Q2	$460	Hold	3	–	–	﹤0.01%	1170
2020 Q1	$420	Buy	+3	New	+$449	﹤0.01%	1153

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

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

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

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

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

Sutton Wealth Advisors's STE Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Steris (STE) stake by 29% in Q3 2023, buying an estimated $1.36K and bringing the position to 27 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Sutton Wealth Advisors first reported a position in STE in Q1 2020 and has held it in 15 quarters since. 683 funds tracked by Wall St. Rank hold STE as of Q3 2023.

Sutton Wealth Advisors held 27 shares of Steris worth $5.92K as of Q3 2023.
Sutton Wealth Advisors bought 6 Steris shares in Q3 2023, an estimated $1.36K.
Steris made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #559 holding.
Sutton Wealth Advisors first reported a position in Steris in Q1 2020 and has held it in 15 quarters since.
683 funds tracked by Wall St. Rank held Steris as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.