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SYSTM Wealth Solutions’s Steris STE Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-573
Closed -$126K – 554
2024
Q2 		$126K Sell
573
-1,855
-76% -$403K 0.03% 232
2024
Q1 		$546K Sell
2,428
-186
-7% -$42K 0.07% 276
2023
Q4 		$575K Sell
2,614
-1,320
-34% -$279K 0.08% 257
2023
Q3 		$863K Buy
3,934
+221
+6% +$50K 0.13% 203
2023
Q2 		$835K Buy
3,713
+453
+14% +$90.6K 0.11% 235
2023
Q1 		$623K Buy
3,260
+52
+2% +$10.1K 0.1% 262
2022
Q4 		$592K Buy
+3,208
New +$564K 0.07% 310

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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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

SYSTM Wealth Solutions's STE Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Steris (STE) in Q3 2024, closing a stake of 573 shares — an estimated $126K sold.

SYSTM Wealth Solutions first reported a position in STE in Q4 2022 and held it in 7 quarters. The position peaked at $863K in Q3 2023. 757 funds tracked by Wall St. Rank hold STE as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Steris position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 573 Steris shares in Q3 2024, an estimated $126K.
  • SYSTM Wealth Solutions first reported a position in Steris in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Steris position peaked at $863K in Q3 2023.
  • 757 funds tracked by Wall St. Rank held Steris as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.