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Tyler-Stone Wealth Management’s Steris STE Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-17
Closed -$3.73K – 865
2024
Q2 		$3.73K Hold
17
– – ﹤0.01% 792
2024
Q1 		$3.82K Hold
17
– – ﹤0.01% 782
2023
Q4 		$3.74K Hold
17
– – ﹤0.01% 758
2023
Q3 		$4K Hold
17
– – ﹤0.01% 758
2023
Q2 		$4K Buy
+17
New +$3.4K ﹤0.01% 744

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Tyler-Stone Wealth Management's STE Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Steris (STE) in Q3 2024, closing a stake of 17 shares — an estimated $3.73K sold.

Tyler-Stone Wealth Management first reported a position in STE in Q2 2023 and held it in 5 quarters. The position peaked at $4K in Q3 2023. 759 funds tracked by Wall St. Rank hold STE as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Steris position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 17 Steris shares in Q3 2024, an estimated $3.73K.
  • Tyler-Stone Wealth Management first reported a position in Steris in Q2 2023 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's Steris position peaked at $4K in Q3 2023.
  • 759 funds tracked by Wall St. Rank held Steris as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.