Corient Private Wealth
SRCL

Corient Private Wealth’s Stericycle Inc SRCL Stock Holding History

Corient Private Wealth’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
-10,894
Closed -$665K – 2580
2024
Q3 		$665K Buy
10,894
+2,812
+35% +$167K ﹤0.01% 1599
2024
Q2 		$470K Buy
8,082
+228
+3% +$11.7K ﹤0.01% 1680
2024
Q1 		$414K Sell
7,854
-2,543
-24% -$128K ﹤0.01% 1722
2023
Q4 		$515K Buy
10,397
+3,591
+53% +$161K ﹤0.01% 1595
2023
Q3 		$304K Buy
6,806
+31
+0.5% +$1.39K ﹤0.01% 1744
2023
Q2 		$315K Sell
6,775
-28
-0.4% -$1.23K ﹤0.01% 1673
2023
Q1 		$297K Buy
+6,803
New +$337K ﹤0.01% 1611

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

Corient Private Wealth's SRCL Position: Q4 2024 in Review

Corient Private Wealth sold out of Stericycle Inc (SRCL) in Q4 2024, closing a stake of 10,894 shares — an estimated $665K sold.

Corient Private Wealth first reported a position in SRCL in Q1 2023 and held it in 7 quarters. The position peaked at $665K in Q3 2024. 4 funds tracked by Wall St. Rank hold SRCL as of Q4 2024.

  • Corient Private Wealth reported no remaining Stericycle Inc position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 10,894 Stericycle Inc shares in Q4 2024, an estimated $665K.
  • Corient Private Wealth first reported a position in Stericycle Inc in Q1 2023 and held it in 7 quarters.
  • Corient Private Wealth's Stericycle Inc position peaked at $665K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Stericycle Inc as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.