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Capital Performance Advisors’s Sotera Health SHC Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-5,439
Closed -$90.8K – 2248
2024
Q3 		$90.8K Buy
+5,439
New +$79.5K 0.03% 220

Other funds holding SHC

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

Capital Performance Advisors's SHC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Sotera Health (SHC) in Q4 2024, closing a stake of 5,439 shares — an estimated $90.8K sold.

Capital Performance Advisors first reported a position in SHC in Q3 2024 and held it in 1 quarter. The position peaked at $90.8K in Q3 2024. 216 funds tracked by Wall St. Rank hold SHC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Sotera Health position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 5,439 Sotera Health shares in Q4 2024, an estimated $90.8K.
  • Capital Performance Advisors first reported a position in Sotera Health in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Sotera Health position peaked at $90.8K in Q3 2024.
  • 216 funds tracked by Wall St. Rank held Sotera Health as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.