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Tobias Financial Advisors’s Steris STE Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-250
Closed -$38K – 246
2019
Q4 		$38K Buy
+250
New +$36.6K 0.02% 107

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Tobias Financial Advisors's STE Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Steris (STE) in Q1 2020, closing a stake of 250 shares — an estimated $38K sold.

Tobias Financial Advisors first reported a position in STE in Q4 2019 and held it in 1 quarter. The position peaked at $38K in Q4 2019. 553 funds tracked by Wall St. Rank hold STE as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Steris position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 250 Steris shares in Q1 2020, an estimated $38K.
  • Tobias Financial Advisors first reported a position in Steris in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Steris position peaked at $38K in Q4 2019.
  • 553 funds tracked by Wall St. Rank held Steris as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.