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Valeo Financial Advisors’s Steris STE Stock Holding History

Valeo Financial 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
2020
Q4 		– Sell
-52
Closed -$9K – 1837
2020
Q3 		$9K Sell
52
-43
-45% -$6.88K ﹤0.01% 1117
2020
Q2 		$15K Buy
95
+4
+4% +$609 ﹤0.01% 1163
2020
Q1 		$14K Buy
91
+9
+11% +$1.35K ﹤0.01% 989
2019
Q4 		$12K Sell
82
-9
-10% -$1.32K ﹤0.01% 1068
2019
Q3 		$13K Hold
91
– – ﹤0.01% 967
2019
Q2 		$14K Hold
91
– – ﹤0.01% 939
2019
Q1 		$12K Buy
91
+1
+1% +$118 ﹤0.01% 928
2018
Q4 		$10K Buy
90
+38
+73% +$4.24K ﹤0.01% 890
2018
Q3 		$6K Buy
+52
New +$5.88K ﹤0.01% 1150

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valeo Financial Advisors's STE Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Steris (STE) in Q4 2020, closing a stake of 52 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in STE in Q3 2018 and held it in 9 quarters. The position peaked at $15K in Q2 2020. 613 funds tracked by Wall St. Rank hold STE as of Q4 2020.

  • Valeo Financial Advisors reported no remaining Steris position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 52 Steris shares in Q4 2020, an estimated $9K.
  • Valeo Financial Advisors first reported a position in Steris in Q3 2018 and held it in 9 quarters.
  • Valeo Financial Advisors's Steris position peaked at $15K in Q2 2020.
  • 613 funds tracked by Wall St. Rank held Steris as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.