WR Wealth Planners’s Steris STE Stock Holding History

WR Wealth Planners’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 Q4	$13.8K	Sell	67 -3,104	-98%	-$681K	﹤0.01%	544
2024 Q3	$769K	Buy	3,171 +129	+4%	+$30.2K	0.21%	76
2024 Q2	$668K	Buy	3,042 +822	+37%	+$179K	0.2%	79
2024 Q1	$499K	Buy	2,220 +9	+0.4%	+$2.03K	0.16%	94
2023 Q4	$486K	Buy	2,211 +260	+13%	+$55K	0.18%	104
2023 Q3	$428K	Sell	1,951 -215	-10%	-$48.6K	0.16%	103
2023 Q2	$487K	Buy	2,166 +98	+5%	+$19.6K	0.19%	87
2023 Q1	$396K	Buy	2,068 +115	+6%	+$22.2K	0.17%	100
2022 Q4	$361K	Buy	1,953 +29	+2%	+$5.1K	0.22%	72
2022 Q3	$320K	Buy	1,924 +138	+8%	+$28.1K	0.23%	75
2022 Q2	$368K	Buy	1,786 +40	+2%	+$9.02K	0.24%	65
2022 Q1	$422K	Buy	+1,746	New	+$405K	0.25%	66

Other funds holding STE

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

WR Wealth Planners's STE Position: Q4 2024 in Review

WR Wealth Planners reduced its Steris (STE) stake by 98% in Q4 2024, selling an estimated $681K and leaving 67 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

WR Wealth Planners first reported a position in STE in Q1 2022 and has held it in 12 quarters since. The position peaked at $769K in Q3 2024. 766 funds tracked by Wall St. Rank hold STE as of Q4 2024.

WR Wealth Planners held 67 shares of Steris worth $13.8K as of Q4 2024.
WR Wealth Planners sold 3,104 Steris shares in Q4 2024, an estimated $681K.
Steris made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #544 holding.
WR Wealth Planners first reported a position in Steris in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Steris position peaked at $769K in Q3 2024.
766 funds tracked by Wall St. Rank held Steris as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.