Whitney & Co’s Steris STE Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-170	Closed	-$21K	–	406
2018 Q3	$21K	Buy	+170	New	+$19.2K	0.01%	241

Other funds holding STE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Whitney & Co's STE Position: Q4 2018 in Review

Whitney & Co sold out of Steris (STE) in Q4 2018, closing a stake of 170 shares — an estimated $21K sold.

Whitney & Co first reported a position in STE in Q3 2018 and held it in 1 quarter. The position peaked at $21K in Q3 2018. 412 funds tracked by Wall St. Rank hold STE as of Q4 2018.

Whitney & Co reported no remaining Steris position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 170 Steris shares in Q4 2018, an estimated $21K.
Whitney & Co first reported a position in Steris in Q3 2018 and held it in 1 quarter.
Whitney & Co's Steris position peaked at $21K in Q3 2018.
412 funds tracked by Wall St. Rank held Steris as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.