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Wetzel Investment Advisors’s Steris STE Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-623
Closed -$140K – 792
2024
Q2 		$140K Sell
623
-10
-2% -$2.17K 0.08% 147
2024
Q1 		$127K Buy
633
+21
+3% +$4.74K 0.07% 158
2023
Q4 		$135K Buy
+612
New +$129K 0.08% 147

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

Wetzel Investment Advisors's STE Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Steris (STE) in Q3 2024, closing a stake of 623 shares — an estimated $140K sold.

Wetzel Investment Advisors first reported a position in STE in Q4 2023 and held it in 3 quarters. The position peaked at $140K in Q2 2024. 759 funds tracked by Wall St. Rank hold STE as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Steris position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 623 Steris shares in Q3 2024, an estimated $140K.
  • Wetzel Investment Advisors first reported a position in Steris in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Steris position peaked at $140K in Q2 2024.
  • 759 funds tracked by Wall St. Rank held Steris as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.