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Bruce G. Allen Investments’s Sotera Health SHC Stock Holding History

Bruce G. Allen Investments’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
2025
Q2 		– Sell
-95
Closed -$1.11K – 1127
2025
Q1 		$1.11K Hold
95
– – ﹤0.01% 788
2024
Q4 		$1.3K Hold
95
– – ﹤0.01% 782
2024
Q3 		$1.59K Hold
95
– – ﹤0.01% 751
2024
Q2 		$1.13K Buy
+95
New +$1.08K ﹤0.01% 761

Other funds holding SHC

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GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
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
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bruce G. Allen Investments's SHC Position: Q2 2025 in Review

Bruce G. Allen Investments sold out of Sotera Health (SHC) in Q2 2025, closing a stake of 95 shares — an estimated $1.11K sold.

Bruce G. Allen Investments first reported a position in SHC in Q2 2024 and held it in 4 quarters. The position peaked at $1.59K in Q3 2024. 223 funds tracked by Wall St. Rank hold SHC as of Q2 2025.

  • Bruce G. Allen Investments reported no remaining Sotera Health position as of Q2 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 95 Sotera Health shares in Q2 2025, an estimated $1.11K.
  • Bruce G. Allen Investments first reported a position in Sotera Health in Q2 2024 and held it in 4 quarters.
  • Bruce G. Allen Investments's Sotera Health position peaked at $1.59K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held Sotera Health as of Q2 2025.

Based on Bruce G. Allen Investments's 13F filing for Q2 2025, filed 9 Jul 2025.