TCA
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Trifecta Capital Advisors’s Steris STE Stock Holding History

Trifecta Capital 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
2024
Q1 		– Sell
-28
Closed -$6.16K – 439
2023
Q4 		$6.16K Buy
+28
New +$5.92K ﹤0.01% 237

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Trifecta Capital Advisors's STE Position: Q1 2024 in Review

Trifecta Capital Advisors sold out of Steris (STE) in Q1 2024, closing a stake of 28 shares — an estimated $6.16K sold.

Trifecta Capital Advisors first reported a position in STE in Q4 2023 and held it in 1 quarter. The position peaked at $6.16K in Q4 2023. 727 funds tracked by Wall St. Rank hold STE as of Q1 2024.

  • Trifecta Capital Advisors reported no remaining Steris position as of Q1 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 28 Steris shares in Q1 2024, an estimated $6.16K.
  • Trifecta Capital Advisors first reported a position in Steris in Q4 2023 and held it in 1 quarter.
  • Trifecta Capital Advisors's Steris position peaked at $6.16K in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Steris as of Q1 2024.

Based on Trifecta Capital Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.