SWS Partners’s Steris STE Stock Holding History

SWS Partners’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
2018 Q2	–	Sell	-87	Closed	-$8K	–	283
2018 Q1	$8K	Hold	87	–	–	0.01%	276
2017 Q4	$8K	Buy	+87	New	+$7.76K	0.01%	279

Other funds holding STE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

SWS Partners's STE Position: Q2 2018 in Review

SWS Partners sold out of Steris (STE) in Q2 2018, closing a stake of 87 shares — an estimated $8K sold.

SWS Partners first reported a position in STE in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 366 funds tracked by Wall St. Rank hold STE as of Q2 2018.

SWS Partners reported no remaining Steris position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 87 Steris shares in Q2 2018, an estimated $8K.
SWS Partners first reported a position in Steris in Q4 2017 and held it in 2 quarters.
SWS Partners's Steris position peaked at $8K in Q1 2018.
366 funds tracked by Wall St. Rank held Steris as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.