Yorktown Management & Research Company’s Steris STE Stock Holding History

Yorktown Management & Research Company’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	–	Sell	-1,300	Closed	-$315K	–	218
2024 Q3	$315K	Buy	+1,300	New	+$304K	0.32%	162
2018 Q1	–	Sell	-4,500	Closed	-$394K	–	390
2017 Q4	$394K	Hold	4,500	–	–	0.11%	172
2017 Q3	$398K	Hold	4,500	–	–	0.1%	130
2017 Q2	$367K	Hold	4,500	–	–	0.12%	86
2017 Q1	$313K	Hold	4,500	–	–	0.08%	145
2016 Q4	$303K	Hold	4,500	–	–	0.08%	127
2016 Q3	$329K	Hold	4,500	–	–	0.07%	132
2016 Q2	$309K	Hold	4,500	–	–	0.07%	163
2016 Q1	$320K	Hold	4,500	–	–	0.06%	186
2015 Q4	$339K	Hold	4,500	–	–	0.06%	212
2015 Q3	$292K	Hold	4,500	–	–	0.05%	250
2015 Q2	$290K	Hold	4,500	–	–	0.05%	264
2015 Q1	$316K	Buy	+4,500	New	+$297K	0.06%	193

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

Yorktown Management & Research Company's STE Position: Q4 2024 in Review

Yorktown Management & Research Company sold out of Steris (STE) in Q4 2024, closing a stake of 1,300 shares — an estimated $315K sold.

Yorktown Management & Research Company first reported a position in STE in Q1 2015 and held it in 13 quarters. The position peaked at $398K in Q3 2017. 766 funds tracked by Wall St. Rank hold STE as of Q4 2024.

Yorktown Management & Research Company reported no remaining Steris position as of Q4 2024 after selling out during the quarter.
Yorktown Management & Research Company sold 1,300 Steris shares in Q4 2024, an estimated $315K.
Yorktown Management & Research Company first reported a position in Steris in Q1 2015 and held it in 13 quarters.
Yorktown Management & Research Company's Steris position peaked at $398K in Q3 2017.
766 funds tracked by Wall St. Rank held Steris as of Q4 2024.

Based on Yorktown Management & Research Company's 13F filing for Q4 2024, filed 27 Jan 2025.