WEC
STE icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return