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West Branch Capital’s Steris STE Stock Holding History

West Branch Capital’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
Q1 		– Sell
-70
Closed -$17K – 461
2021
Q4 		$17K Buy
+70
New +$16K 0.01% 278
2021
Q3 		– Sell
-70
Closed -$14K – 448
2021
Q2 		$14K Buy
+70
New +$14.1K 0.01% 295

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

West Branch Capital's STE Position: Q1 2022 in Review

West Branch Capital sold out of Steris (STE) in Q1 2022, closing a stake of 70 shares — an estimated $17K sold.

West Branch Capital first reported a position in STE in Q2 2021 and held it in 2 quarters. The position peaked at $17K in Q4 2021. 645 funds tracked by Wall St. Rank hold STE as of Q1 2022.

  • West Branch Capital reported no remaining Steris position as of Q1 2022 after selling out during the quarter.
  • West Branch Capital sold 70 Steris shares in Q1 2022, an estimated $17K.
  • West Branch Capital first reported a position in Steris in Q2 2021 and held it in 2 quarters.
  • West Branch Capital's Steris position peaked at $17K in Q4 2021.
  • 645 funds tracked by Wall St. Rank held Steris as of Q1 2022.

Based on West Branch Capital's 13F filing for Q1 2022, filed 3 May 2022.