EC
SHC icon

Estate Counselors’s Sotera Health SHC Stock Holding History

Estate Counselors’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
Q1 		– Sell
-76,955
Closed -$1.3M – 147
2023
Q4 		$1.3M Hold
76,955
– – 0.16% 88
2023
Q3 		$1.15M Buy
76,955
+320
+0.4% +$5.4K 0.15% 89
2023
Q2 		$1.44M Buy
+76,635
New +$1.22M 0.18% 67

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Estate Counselors's SHC Position: Q1 2024 in Review

Estate Counselors sold out of Sotera Health (SHC) in Q1 2024, closing a stake of 76,955 shares — an estimated $1.3M sold.

Estate Counselors first reported a position in SHC in Q2 2023 and held it in 3 quarters. The position peaked at $1.44M in Q2 2023. 196 funds tracked by Wall St. Rank hold SHC as of Q1 2024.

  • Estate Counselors reported no remaining Sotera Health position as of Q1 2024 after selling out during the quarter.
  • Estate Counselors sold 76,955 Sotera Health shares in Q1 2024, an estimated $1.3M.
  • Estate Counselors first reported a position in Sotera Health in Q2 2023 and held it in 3 quarters.
  • Estate Counselors's Sotera Health position peaked at $1.44M in Q2 2023.
  • 196 funds tracked by Wall St. Rank held Sotera Health as of Q1 2024.

Based on Estate Counselors's 13F filing for Q1 2024, filed 14 May 2024.