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TrinityPoint Wealth’s Steris STE Stock Holding History

TrinityPoint Wealth’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
Q4 		$575K Buy
2,796
+21
+0.8% +$4.61K 0.08% 216
2024
Q3 		$673K Sell
2,775
-12
-0.4% -$2.81K 0.1% 196
2024
Q2 		$612K Buy
2,787
+20
+0.7% +$4.34K 0.1% 190
2024
Q1 		$622K Sell
2,767
-20
-0.7% -$4.51K 0.1% 176
2023
Q4 		$613K Sell
2,787
-10
-0.4% -$2.12K 0.11% 172
2023
Q3 		$614K Buy
2,797
+14
+0.5% +$3.17K 0.12% 163
2023
Q2 		$626K Buy
2,783
+66
+2% +$13.2K 0.12% 156
2023
Q1 		$520K Buy
2,717
+35
+1% +$6.76K 0.11% 166
2022
Q4 		$495K Buy
2,682
+139
+5% +$24.4K 0.11% 173
2022
Q3 		$423K Buy
2,543
+118
+5% +$24K 0.1% 172
2022
Q2 		$500K Buy
2,425
+30
+1% +$6.76K 0.11% 155
2022
Q1 		$579K Sell
2,395
-593
-20% -$137K 0.1% 166
2021
Q4 		$727K Buy
2,988
+42
+1% +$9.6K 0.13% 139
2021
Q3 		$602K Buy
2,946
+68
+2% +$14.5K 0.12% 153
2021
Q2 		$594K Buy
2,878
+84
+3% +$16.9K 0.12% 146
2021
Q1 		$532K Sell
2,794
-39
-1% -$7.24K 0.12% 151
2020
Q4 		$547K Buy
2,833
+53
+2% +$9.89K 0.13% 137
2020
Q3 		$490K Buy
2,780
+64
+2% +$10.2K 0.14% 140
2020
Q2 		$417K Buy
2,716
+23
+0.9% +$3.5K 0.13% 141
2020
Q1 		$377K Buy
2,693
+46
+2% +$6.88K 0.15% 135
2019
Q4 		$403K Buy
2,647
+124
+5% +$18.2K 0.14% 144
2019
Q3 		$355K Buy
2,523
+256
+11% +$38.3K 0.12% 146
2019
Q2 		$336K Buy
2,267
+75
+3% +$10K 0.16% 117
2019
Q1 		$281K Sell
2,192
-1,354
-38% -$159K 0.14% 136
2018
Q4 		$379K Buy
+3,546
New +$396K 0.23% 104

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
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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

TrinityPoint Wealth's STE Position: Q4 2024 in Review

TrinityPoint Wealth increased its Steris (STE) stake by 0.76% in Q4 2024, buying an estimated $4.61K and bringing the position to 2,796 shares worth $575K. The position accounts for 0.08% of the portfolio, ranked #216.

TrinityPoint Wealth first reported a position in STE in Q4 2018 and has held it in 25 quarters since. The position peaked at $727K in Q4 2021. 765 funds tracked by Wall St. Rank hold STE as of Q4 2024.

  • TrinityPoint Wealth held 2,796 shares of Steris worth $575K as of Q4 2024.
  • TrinityPoint Wealth bought 21 Steris shares in Q4 2024, an estimated $4.61K.
  • Steris made up 0.08% of TrinityPoint Wealth's portfolio in Q4 2024, its #216 holding.
  • TrinityPoint Wealth first reported a position in Steris in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's Steris position peaked at $727K in Q4 2021.
  • 765 funds tracked by Wall St. Rank held Steris as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.