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Tradition Wealth Management’s Steris STE Stock Holding History

Tradition Wealth Management’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
2022
Q3 		– Sell
-973
Closed -$201K – 1212
2022
Q2 		$201K Hold
973
– – 0.03% 256
2022
Q1 		$235K Hold
973
– – 0.03% 277
2021
Q4 		$237K Hold
973
– – 0.03% 278
2021
Q3 		$199K Hold
973
– – 0.03% 272
2021
Q2 		$201K Buy
+973
New +$196K 0.03% 282

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tradition Wealth Management's STE Position: Q3 2022 in Review

Tradition Wealth Management sold out of Steris (STE) in Q3 2022, closing a stake of 973 shares — an estimated $201K sold.

Tradition Wealth Management first reported a position in STE in Q2 2021 and held it in 5 quarters. The position peaked at $237K in Q4 2021. 637 funds tracked by Wall St. Rank hold STE as of Q3 2022.

  • Tradition Wealth Management reported no remaining Steris position as of Q3 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 973 Steris shares in Q3 2022, an estimated $201K.
  • Tradition Wealth Management first reported a position in Steris in Q2 2021 and held it in 5 quarters.
  • Tradition Wealth Management's Steris position peaked at $237K in Q4 2021.
  • 637 funds tracked by Wall St. Rank held Steris as of Q3 2022.

Based on Tradition Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.