Ipswich Investment Management Co., Inc. STE STERIS CORP COM COM

Ownership history in Ipswich Investment Management Co., Inc.  ·  18 quarters on record

AI Ownership Summary

Ipswich Investment Management Co., Inc. reported STERIS CORP COM COM (STE) in 18 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.61% in 2026 Q1. The latest visible filing shows STE at 0.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ipswich Investment Management Co., Inc.'s position in STERIS CORP COM COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STE was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ipswich Investment Management Co., Inc. held STE — position size vs. price
% of Fund (quarterly)    STE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 11,681 +6,642 +131.8% 0.61% $2.6M 2026-04-10 $221.92
2025 Q4 ADDED 5,039 +370 +7.9% 0.30% $1.3M 2026-01-16 $267.17
2025 Q3 ADDED 4,669 +923 +24.6% 0.27% $1.2M 2025-10-08 $241.00
2025 Q2 ADDED 3,746 +1,929 +106.2% 0.22% $900K 2025-07-16 $225.78
2025 Q1 REDUCED 43.2% +6.2% 1,817 -1,383 -43.2% 0.10% $412K 2025-04-16 $217.73
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Ipswich Investment Management Co., Inc. and STE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ipswich Investment Management Co., Inc. reported owning STE?

Ipswich Investment Management Co., Inc. reported STE across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported STE position in Ipswich Investment Management Co., Inc.'s portfolio?

The largest reported portfolio weight for STE was 0.61% in 2026 Q1.

What is the latest reported STE position on this page?

The most recent filing on this page is 2026 Q1, when Ipswich Investment Management Co., Inc. reported 11,681 shares, equal to 0.61% of portfolio, with an estimated market value of $2.6M.

What does the chart on this STE ownership page compare?

The chart compares Ipswich Investment Management Co., Inc.'s quarterly STE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ipswich Investment Management Co., Inc. time their STE position?

Based on 13F filing dates vs. subsequent STE price moves, Ipswich Investment Management Co., Inc. correctly timed 4 out of 11 reported position changes (36%). The annualised alpha on STE relative to SPY over the holding period was -51.4%.

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