Tiedemann Advisors’s Steris STE Stock Holding History

Tiedemann 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
2019 Q2	–	Sell	-2,131	Closed	-$272K	–	406
2019 Q1	$272K	Buy	2,131 +6	+0.3%	+$706	0.01%	372
2018 Q4	$227K	Buy	+2,125	New	+$237K	0.01%	378

Other funds holding STE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tiedemann Advisors's STE Position: Q2 2019 in Review

Tiedemann Advisors sold out of Steris (STE) in Q2 2019, closing a stake of 2,131 shares — an estimated $272K sold.

Tiedemann Advisors first reported a position in STE in Q4 2018 and held it in 2 quarters. The position peaked at $272K in Q1 2019. 458 funds tracked by Wall St. Rank hold STE as of Q2 2019.

Tiedemann Advisors reported no remaining Steris position as of Q2 2019 after selling out during the quarter.
Tiedemann Advisors sold 2,131 Steris shares in Q2 2019, an estimated $272K.
Tiedemann Advisors first reported a position in Steris in Q4 2018 and held it in 2 quarters.
Tiedemann Advisors's Steris position peaked at $272K in Q1 2019.
458 funds tracked by Wall St. Rank held Steris as of Q2 2019.

Based on Tiedemann Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.