WE
STE icon

Wealth Effects’s Steris STE Stock Holding History

Wealth Effects’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
2022
Q4 		– Sell
-10,543
Closed -$1.75M – 205
2022
Q3 		$1.75M Hold
10,543
– – 1.07% 19
2022
Q2 		$2.17M Sell
10,543
-33
-0.3% -$7.44K 1.31% 17
2022
Q1 		$2.56M Sell
10,576
-49
-0.5% -$11.4K 1.19% 15
2021
Q4 		$2.59M Buy
+10,625
New +$2.43M 1.07% 17

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Effects's STE Position: Q4 2022 in Review

Wealth Effects sold out of Steris (STE) in Q4 2022, closing a stake of 10,543 shares — an estimated $1.75M sold.

Wealth Effects first reported a position in STE in Q4 2021 and held it in 4 quarters. The position peaked at $2.59M in Q4 2021. 648 funds tracked by Wall St. Rank hold STE as of Q4 2022.

  • Wealth Effects reported no remaining Steris position as of Q4 2022 after selling out during the quarter.
  • Wealth Effects sold 10,543 Steris shares in Q4 2022, an estimated $1.75M.
  • Wealth Effects first reported a position in Steris in Q4 2021 and held it in 4 quarters.
  • Wealth Effects's Steris position peaked at $2.59M in Q4 2021.
  • 648 funds tracked by Wall St. Rank held Steris as of Q4 2022.

Based on Wealth Effects's 13F filing for Q4 2022, filed 2 Feb 2023.