YHB Investment Advisors’s Steris STE Stock Holding History

YHB 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
2023 Q4	–	Sell	-1,525	Closed	-$335K	–	279
2023 Q3	$335K	Hold	1,525	–	–	0.03%	216
2023 Q2	$343K	Buy	1,525 +75	+5%	+$15K	0.03%	217
2023 Q1	$277K	Hold	1,450	–	–	0.03%	234
2022 Q4	$268K	Buy	1,450 +84	+6%	+$14.8K	0.03%	235
2022 Q3	$227K	Hold	1,366	–	–	0.03%	257
2022 Q2	$282K	Hold	1,366	–	–	0.03%	228
2022 Q1	$330K	Hold	1,366	–	–	0.03%	229
2021 Q4	$332K	Sell	1,366 -7	-0.5%	-$1.6K	0.03%	249
2021 Q3	$280K	Buy	1,373 +55	+4%	+$11.8K	0.02%	255
2021 Q2	$272K	Hold	1,318	–	–	0.02%	259
2021 Q1	$274K	Hold	1,318	–	–	0.02%	252
2020 Q4	$250K	Sell	1,318 -3	-0.2%	-$560	0.02%	251
2020 Q3	$233K	Buy	+1,321	New	+$211K	0.03%	239

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

YHB Investment Advisors's STE Position: Q4 2023 in Review

YHB Investment Advisors sold out of Steris (STE) in Q4 2023, closing a stake of 1,525 shares — an estimated $335K sold.

YHB Investment Advisors first reported a position in STE in Q3 2020 and held it in 13 quarters. The position peaked at $343K in Q2 2023. 706 funds tracked by Wall St. Rank hold STE as of Q4 2023.

YHB Investment Advisors reported no remaining Steris position as of Q4 2023 after selling out during the quarter.
YHB Investment Advisors sold 1,525 Steris shares in Q4 2023, an estimated $335K.
YHB Investment Advisors first reported a position in Steris in Q3 2020 and held it in 13 quarters.
YHB Investment Advisors's Steris position peaked at $343K in Q2 2023.
706 funds tracked by Wall St. Rank held Steris as of Q4 2023.

Based on YHB Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.