W
STE icon

Wealthfront’s Steris STE Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-397
Closed -$26K – 945
2015
Q3 		$26K Buy
397
+279
+236% +$18.4K ﹤0.01% 668
2015
Q2 		$8K Buy
118
+62
+111% +$4.18K ﹤0.01% 923
2015
Q1 		$4K Buy
56
+55
+5,500% +$3.63K ﹤0.01% 857
2014
Q4 		$0 Buy
+1
New +$62 ﹤0.01% 960

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Wealthfront's STE Position: Q4 2015 in Review

Wealthfront sold out of Steris (STE) in Q4 2015, closing a stake of 397 shares — an estimated $26K sold.

Wealthfront first reported a position in STE in Q4 2014 and held it in 4 quarters. The position peaked at $26K in Q3 2015. 320 funds tracked by Wall St. Rank hold STE as of Q4 2015.

  • Wealthfront reported no remaining Steris position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 397 Steris shares in Q4 2015, an estimated $26K.
  • Wealthfront first reported a position in Steris in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Steris position peaked at $26K in Q3 2015.
  • 320 funds tracked by Wall St. Rank held Steris as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.