CT
SRCL

Caldwell Trust’s Stericycle Inc SRCL Stock Holding History

Caldwell Trust’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
-200
Closed -$12.2K – 734
2024
Q3 		$12.2K Hold
200
– – ﹤0.01% 593
2024
Q2 		$11.6K Hold
200
– – ﹤0.01% 601
2024
Q1 		$10.6K Hold
200
– – ﹤0.01% 616
2023
Q4 		$9.91K Hold
200
– – ﹤0.01% 608
2023
Q3 		$8.94K Hold
200
– – ﹤0.01% 620
2023
Q2 		$9.29K Hold
200
– – ﹤0.01% 630
2023
Q1 		$8.72K Hold
200
– – ﹤0.01% 633
2022
Q4 		$9.98K Hold
200
– – ﹤0.01% 615
2022
Q3 		$8.42K Hold
200
– – ﹤0.01% 626
2022
Q2 		$8.77K Hold
200
– – ﹤0.01% 639
2022
Q1 		$11.8K Hold
200
– – ﹤0.01% 626
2021
Q4 		$11.9K Hold
200
– – ﹤0.01% 621
2021
Q3 		$13.6K Hold
200
– – ﹤0.01% 603
2021
Q2 		$14.3K Hold
200
– – ﹤0.01% 611
2021
Q1 		$13.5K Hold
200
– – ﹤0.01% 603
2020
Q4 		$13.9K Hold
200
– – ﹤0.01% 593
2020
Q3 		$12.6K Hold
200
– – ﹤0.01% 586
2020
Q2 		$11.2K Hold
200
– – ﹤0.01% 622
2020
Q1 		$9.72K Hold
200
– – ﹤0.01% 641
2019
Q4 		$12.8K Buy
+200
New +$11.8K ﹤0.01% 653

Other funds holding SRCL

KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.67B AUM 39.1% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Caldwell Trust's SRCL Position: Q4 2024 in Review

Caldwell Trust sold out of Stericycle Inc (SRCL) in Q4 2024, closing a stake of 200 shares — an estimated $12.2K sold.

Caldwell Trust first reported a position in SRCL in Q4 2019 and held it in 20 quarters. The position peaked at $14.3K in Q2 2021. 4 funds tracked by Wall St. Rank hold SRCL as of Q4 2024.

  • Caldwell Trust reported no remaining Stericycle Inc position as of Q4 2024 after selling out during the quarter.
  • Caldwell Trust sold 200 Stericycle Inc shares in Q4 2024, an estimated $12.2K.
  • Caldwell Trust first reported a position in Stericycle Inc in Q4 2019 and held it in 20 quarters.
  • Caldwell Trust's Stericycle Inc position peaked at $14.3K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Stericycle Inc as of Q4 2024.

Based on Caldwell Trust's 13F filing for Q4 2024, filed 24 Sep 2025.