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Edgestream Partners’s Sotera Health SHC Stock Holding History

Edgestream Partners’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
2024
Q4 		– Sell
-21,040
Closed -$351K – 1059
2024
Q3 		$351K Buy
21,040
+10,502
+100% +$153K 0.02% 749
2024
Q2 		$125K Buy
+10,538
New +$120K 0.01% 812

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DCP
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Vanguard Group
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BlackRock
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SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

Edgestream Partners's SHC Position: Q4 2024 in Review

Edgestream Partners sold out of Sotera Health (SHC) in Q4 2024, closing a stake of 21,040 shares — an estimated $351K sold.

Edgestream Partners first reported a position in SHC in Q2 2024 and held it in 2 quarters. The position peaked at $351K in Q3 2024. 216 funds tracked by Wall St. Rank hold SHC as of Q4 2024.

  • Edgestream Partners reported no remaining Sotera Health position as of Q4 2024 after selling out during the quarter.
  • Edgestream Partners sold 21,040 Sotera Health shares in Q4 2024, an estimated $351K.
  • Edgestream Partners first reported a position in Sotera Health in Q2 2024 and held it in 2 quarters.
  • Edgestream Partners's Sotera Health position peaked at $351K in Q3 2024.
  • 216 funds tracked by Wall St. Rank held Sotera Health as of Q4 2024.

Based on Edgestream Partners's 13F filing for Q4 2024, filed 7 Feb 2025.