Creative Planning
SRCL

Creative Planning’s Stericycle Inc SRCL Stock Holding History

Creative Planning’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
2016
Q4 		– Sell
-100
Closed -$1K – 4890
2016
Q3 		$1K Buy
+100
New +$9.04K ﹤0.01% 4464

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 $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's SRCL Position: Q4 2024 in Review

Creative Planning sold out of Stericycle Inc (SRCL) in Q4 2024, closing a stake of 4,748 shares — an estimated $290K sold.

Creative Planning first reported a position in SRCL in Q2 2013 and held it in 42 quarters. The position peaked at $520K in Q3 2017. 4 funds tracked by Wall St. Rank hold SRCL as of Q4 2024.

  • Creative Planning reported no remaining Stericycle Inc position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 4,748 Stericycle Inc shares in Q4 2024, an estimated $290K.
  • Creative Planning first reported a position in Stericycle Inc in Q2 2013 and held it in 42 quarters.
  • Creative Planning's Stericycle Inc position peaked at $520K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Stericycle Inc as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.