Colonial Trust’s Sotera Health SHC Stock Holding History

Colonial Trust’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 Q1	–	Sell	-389	Closed	-$5.32K	–	1305
2024 Q4	$5.32K	Buy	+389	New	+$5.64K	﹤0.01%	1053

Other funds holding SHC

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

DCP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

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

Colonial Trust's SHC Position: Q1 2025 in Review

Colonial Trust sold out of Sotera Health (SHC) in Q1 2025, closing a stake of 389 shares — an estimated $5.32K sold.

Colonial Trust first reported a position in SHC in Q4 2024 and held it in 1 quarter. The position peaked at $5.32K in Q4 2024. 205 funds tracked by Wall St. Rank hold SHC as of Q1 2025.

Colonial Trust reported no remaining Sotera Health position as of Q1 2025 after selling out during the quarter.
Colonial Trust sold 389 Sotera Health shares in Q1 2025, an estimated $5.32K.
Colonial Trust first reported a position in Sotera Health in Q4 2024 and held it in 1 quarter.
Colonial Trust's Sotera Health position peaked at $5.32K in Q4 2024.
205 funds tracked by Wall St. Rank held Sotera Health as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.