Winslow Evans & Crocker’s Steris STE Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$28K	Sell	147 -62	-30%	-$11.6K	0.01%	717
2020 Q3	$37K	Hold	209	–	–	0.01%	509
2020 Q2	$32K	Buy	209 +65	+45%	+$9.9K	0.01%	526
2020 Q1	$22K	Hold	144	–	–	0.01%	566
2019 Q4	$22K	Sell	144 -2,950	-95%	-$432K	0.01%	652
2019 Q3	$448K	Buy	3,094 +2,950	+2,049%	+$441K	0.13%	184
2019 Q2	$22K	Sell	144 -12	-8%	-$1.6K	0.01%	652
2019 Q1	$20K	Buy	156 +12	+8%	+$1.41K	0.01%	673
2018 Q4	$16K	Hold	144	–	–	0.01%	673
2018 Q3	$18K	Hold	144	–	–	0.01%	692
2018 Q2	$16K	Hold	144	–	–	0.01%	722
2018 Q1	$13.4K	Hold	144	–	–	﹤0.01%	728
2017 Q4	$12.6K	Hold	144	–	–	﹤0.01%	764
2017 Q3	$12.7K	Hold	144	–	–	﹤0.01%	769
2017 Q2	$11.7K	Buy	+144	New	+$10.9K	﹤0.01%	883

Other funds holding STE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Winslow Evans & Crocker's STE Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Steris (STE) stake by 30% in Q4 2020, selling an estimated $11.6K and leaving 147 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #717.

Winslow Evans & Crocker first reported a position in STE in Q2 2017 and has held it in 15 quarters since. The position peaked at $448K in Q3 2019. 614 funds tracked by Wall St. Rank hold STE as of Q4 2020.

Winslow Evans & Crocker held 147 shares of Steris worth $28K as of Q4 2020.
Winslow Evans & Crocker sold 62 Steris shares in Q4 2020, an estimated $11.6K.
Steris made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #717 holding.
Winslow Evans & Crocker first reported a position in Steris in Q2 2017 and has held it in 15 quarters since.
Winslow Evans & Crocker's Steris position peaked at $448K in Q3 2019.
614 funds tracked by Wall St. Rank held Steris as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.