BCWM
SRCL

Bartlett & Co Wealth Management’s Stericycle Inc SRCL Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SRCL Stock Details SRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-621
Closed -$37.9K – 1161
2024
Q3 		$37.9K Hold
621
– – ﹤0.01% 707
2024
Q2 		$36.1K Buy
621
+361
+139% +$18.5K ﹤0.01% 717
2024
Q1 		$13.7K Hold
260
– – ﹤0.01% 876
2023
Q4 		$12.9K Sell
260
-250
-49% -$11.2K ﹤0.01% 965
2023
Q3 		$22.8K Hold
510
– – ﹤0.01% 796
2023
Q2 		$23.7K Buy
510
+250
+96% +$10.9K ﹤0.01% 794
2023
Q1 		$11.3K Hold
260
– – ﹤0.01% 804
2022
Q4 		$13K Hold
260
– – ﹤0.01% 792
2022
Q3 		$10.9K Hold
260
– – ﹤0.01% 813
2022
Q2 		$11.4K Hold
260
– – ﹤0.01% 842
2022
Q1 		$15.3K Buy
+260
New +$15.1K ﹤0.01% 766
2021
Q4 		– Sell
-260
Closed -$17.7K – 917
2021
Q3 		$17.7K Hold
260
– – ﹤0.01% 646
2021
Q2 		$18.6K Hold
260
– – ﹤0.01% 632
2021
Q1 		$17.6K Hold
260
– – ﹤0.01% 678
2020
Q4 		$18K Hold
260
– – ﹤0.01% 678
2020
Q3 		$16.4K Sell
260
-604
-70% -$37.1K ﹤0.01% 632
2020
Q2 		$48.4K Sell
864
-61
-7% -$3.18K ﹤0.01% 505
2020
Q1 		$44.9K Buy
925
+61
+7% +$3.59K ﹤0.01% 480
2019
Q4 		$55.1K Buy
864
+604
+232% +$35.7K ﹤0.01% 514
2019
Q3 		$13.2K Buy
+260
New +$12.1K ﹤0.01% 705
2018
Q3 		– Sell
-550
Closed -$35.9K – 744
2018
Q2 		$35.9K Buy
+550
New +$34.2K ﹤0.01% 462

Other funds holding SRCL

KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bartlett & Co Wealth Management's SRCL Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of Stericycle Inc (SRCL) in Q4 2024, closing a stake of 621 shares — an estimated $37.9K sold.

Bartlett & Co Wealth Management first reported a position in SRCL in Q2 2018 and held it in 21 quarters. The position peaked at $55.1K in Q4 2019. 4 funds tracked by Wall St. Rank hold SRCL as of Q4 2024.

  • Bartlett & Co Wealth Management reported no remaining Stericycle Inc position as of Q4 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 621 Stericycle Inc shares in Q4 2024, an estimated $37.9K.
  • Bartlett & Co Wealth Management first reported a position in Stericycle Inc in Q2 2018 and held it in 21 quarters.
  • Bartlett & Co Wealth Management's Stericycle Inc position peaked at $55.1K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Stericycle Inc as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.