Bell Investment Advisors’s Sotera Health SHC Stock Holding History

Bell Investment Advisors’s Portfolio SHC Stock Details SHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$717	Hold	50	–	–	﹤0.01%	1628
2025 Q4	$882	Hold	50	–	–	﹤0.01%	1571
2025 Q3	$787	Hold	50	–	–	﹤0.01%	1625
2025 Q2	$556	Sell	50 -7	-12%	-$82	﹤0.01%	1739
2025 Q1	$665	Sell	57 -370	-87%	-$4.76K	﹤0.01%	1673
2024 Q4	$5.84K	Buy	427 +57	+15%	+$826	﹤0.01%	860
2024 Q3	$6.18K	Hold	370	–	–	﹤0.01%	826
2024 Q2	$4.39K	Hold	370	–	–	﹤0.01%	988
2024 Q1	$4.44K	Hold	370	–	–	﹤0.01%	990
2023 Q4	$6.24K	Buy	+370	New	+$5.24K	﹤0.01%	759
2023 Q2	–	Sell	-29	Closed	-$520	–	1984
2023 Q1	$520	Buy	+29	New	+$485	﹤0.01%	1811
2022 Q3	–	Sell	-25	Closed	–	–	1929
2022 Q2	$0	Buy	+25	New	+$524	﹤0.01%	1817
2021 Q4	–	Sell	-21	Closed	-$1K	–	1926
2021 Q3	$1K	Buy	+21	New	+$508	﹤0.01%	1553

Other funds holding SHC

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return