tru Independence’s Steris STE Stock Holding History

tru Independence’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
2021 Q2	–	Sell	-4,733	Closed	-$902K	–	373
2021 Q1	$902K	Buy	4,733 +1,991	+73%	+$369K	0.17%	125
2020 Q4	$520	Buy	+2,742	New	+$512K	﹤0.01%	381
2020 Q3	–	Sell	-3,073	Closed	-$471K	–	783
2020 Q2	$471K	Buy	3,073 +3,033	+7,583%	+$462K	0.07%	173
2020 Q1	$6K	Hold	40	–	–	﹤0.01%	509
2019 Q4	$6K	Buy	+40	New	+$5.86K	﹤0.01%	654

Other funds holding STE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

tru Independence's STE Position: Q2 2021 in Review

tru Independence sold out of Steris (STE) in Q2 2021, closing a stake of 4,733 shares — an estimated $902K sold.

tru Independence first reported a position in STE in Q4 2019 and held it in 5 quarters. The position peaked at $902K in Q1 2021. 624 funds tracked by Wall St. Rank hold STE as of Q2 2021.

tru Independence reported no remaining Steris position as of Q2 2021 after selling out during the quarter.
tru Independence sold 4,733 Steris shares in Q2 2021, an estimated $902K.
tru Independence first reported a position in Steris in Q4 2019 and held it in 5 quarters.
tru Independence's Steris position peaked at $902K in Q1 2021.
624 funds tracked by Wall St. Rank held Steris as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.