ZIG
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Zullo Investment Group’s Steris STE Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-88
Closed -$16.3K – 636
2022
Q4 		$16.3K Sell
88
-14
-14% -$2.46K 0.01% 423
2022
Q3 		$17K Buy
102
+22
+28% +$4.48K 0.01% 419
2022
Q2 		$16K Buy
80
+4
+5% +$902 0.01% 434
2022
Q1 		$18K Buy
76
+33
+77% +$7.65K 0.01% 444
2021
Q4 		$10K Buy
+43
New +$9.82K 0.01% 536

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Zullo Investment Group's STE Position: Q1 2023 in Review

Zullo Investment Group sold out of Steris (STE) in Q1 2023, closing a stake of 88 shares — an estimated $16.3K sold.

Zullo Investment Group first reported a position in STE in Q4 2021 and held it in 5 quarters. The position peaked at $18K in Q1 2022. 621 funds tracked by Wall St. Rank hold STE as of Q1 2023.

  • Zullo Investment Group reported no remaining Steris position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 88 Steris shares in Q1 2023, an estimated $16.3K.
  • Zullo Investment Group first reported a position in Steris in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Steris position peaked at $18K in Q1 2022.
  • 621 funds tracked by Wall St. Rank held Steris as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.