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Disciplined Investments’s Sotera Health SHC Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-16
Closed -$301 – 1299
2023
Q2 		$301 Buy
16
+5
+45% +$79 ﹤0.01% 1397
2023
Q1 		$197 Buy
+11
New +$184 ﹤0.01% 1484
2022
Q3 		– Sell
-7
Closed – – 1575
2022
Q2 		$0 Buy
+7
New +$147 ﹤0.01% 1586

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Disciplined Investments's SHC Position: Q3 2023 in Review

Disciplined Investments sold out of Sotera Health (SHC) in Q3 2023, closing a stake of 16 shares — an estimated $301 sold.

Disciplined Investments first reported a position in SHC in Q2 2022 and held it in 3 quarters. The position peaked at $301 in Q2 2023. 169 funds tracked by Wall St. Rank hold SHC as of Q3 2023.

  • Disciplined Investments reported no remaining Sotera Health position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 16 Sotera Health shares in Q3 2023, an estimated $301.
  • Disciplined Investments first reported a position in Sotera Health in Q2 2022 and held it in 3 quarters.
  • Disciplined Investments's Sotera Health position peaked at $301 in Q2 2023.
  • 169 funds tracked by Wall St. Rank held Sotera Health as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.