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Concourse Financial Group Securities’s Sotera Health SHC Stock Holding History

Concourse Financial Group Securities’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
-12
Closed -$163 – 1705
2024
Q4 		$163 Buy
+12
New +$174 ﹤0.01% 2200

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DCP
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Vanguard Group
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BlackRock
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SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Concourse Financial Group Securities's SHC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Sotera Health (SHC) in Q1 2025, closing a stake of 12 shares — an estimated $163 sold.

Concourse Financial Group Securities first reported a position in SHC in Q4 2024 and held it in 1 quarter. The position peaked at $163 in Q4 2024. 205 funds tracked by Wall St. Rank hold SHC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Sotera Health position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 12 Sotera Health shares in Q1 2025, an estimated $163.
  • Concourse Financial Group Securities first reported a position in Sotera Health in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's Sotera Health position peaked at $163 in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Sotera Health as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.