CIA
SRCL

Cape Investment Advisory’s Stericycle Inc SRCL Stock Holding History

Cape Investment Advisory’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
-59
Closed -$3.6K – 1172
2024
Q3 		$3.6K Hold
59
– – ﹤0.01% 763
2024
Q2 		$3.43K Buy
+59
New +$3.03K ﹤0.01% 731

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cape Investment Advisory's SRCL Position: Q4 2024 in Review

Cape Investment Advisory sold out of Stericycle Inc (SRCL) in Q4 2024, closing a stake of 59 shares — an estimated $3.6K sold.

Cape Investment Advisory first reported a position in SRCL in Q2 2024 and held it in 2 quarters. The position peaked at $3.6K in Q3 2024. 4 funds tracked by Wall St. Rank hold SRCL as of Q4 2024.

  • Cape Investment Advisory reported no remaining Stericycle Inc position as of Q4 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 59 Stericycle Inc shares in Q4 2024, an estimated $3.6K.
  • Cape Investment Advisory first reported a position in Stericycle Inc in Q2 2024 and held it in 2 quarters.
  • Cape Investment Advisory's Stericycle Inc position peaked at $3.6K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Stericycle Inc as of Q4 2024.

Based on Cape Investment Advisory's 13F filing for Q4 2024, filed 5 Feb 2025.