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YorkBridge Wealth Partners’s Steris STE Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$308K Sell
1,666
-76
-4% -$13.4K 0.08% 185
2022
Q3 		$290K Sell
1,742
-4
-0.2% -$814 0.07% 202
2022
Q2 		$360K Sell
1,746
-52
-3% -$11.7K 0.09% 164
2022
Q1 		$435K Sell
1,798
-90
-5% -$20.9K 0.1% 160
2021
Q4 		$460K Buy
1,888
+64
+4% +$14.6K 0.1% 158
2021
Q3 		$373K Buy
1,824
+90
+5% +$19.3K 0.09% 179
2021
Q2 		$358K Buy
1,734
+13
+0.8% +$2.62K 0.09% 177
2021
Q1 		$328K Buy
+1,721
New +$319K 0.1% 180
2019
Q3 		– Sell
-995
Closed -$148K – 576
2019
Q2 		$148K Sell
995
-250
-20% -$33.4K 0.07% 228
2019
Q1 		$159K Sell
1,245
-15
-1% -$1.76K 0.07% 197
2018
Q4 		$135K Sell
1,260
-89
-7% -$9.94K 0.07% 203
2018
Q3 		$154K Sell
1,349
-56
-4% -$6.33K 0.07% 205
2018
Q2 		$148K Buy
1,405
+37
+3% +$3.72K 0.06% 218
2018
Q1 		$129K Buy
1,368
+83
+6% +$7.55K 0.06% 248
2017
Q4 		$113K Buy
+1,285
New +$115K 0.05% 266

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's STE Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Steris (STE) stake by 4.4% in Q4 2022, selling an estimated $13.4K and leaving 1,666 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #185.

YorkBridge Wealth Partners first reported a position in STE in Q4 2017 and has held it in 15 quarters since. The position peaked at $460K in Q4 2021. 648 funds tracked by Wall St. Rank hold STE as of Q4 2022.

  • YorkBridge Wealth Partners held 1,666 shares of Steris worth $308K as of Q4 2022.
  • YorkBridge Wealth Partners sold 76 Steris shares in Q4 2022, an estimated $13.4K.
  • Steris made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #185 holding.
  • YorkBridge Wealth Partners first reported a position in Steris in Q4 2017 and has held it in 15 quarters since.
  • YorkBridge Wealth Partners's Steris position peaked at $460K in Q4 2021.
  • 648 funds tracked by Wall St. Rank held Steris as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.