EWA
SRCL

EverSource Wealth Advisors’s Stericycle Inc SRCL Stock Holding History

EverSource Wealth Advisors’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
-329
Closed -$20.1K – 3835
2024
Q3 		$20.1K Buy
329
+95
+41% +$5.64K ﹤0.01% 1482
2024
Q2 		$13.7K Sell
234
-977
-81% -$50.2K ﹤0.01% 1693
2024
Q1 		$54.2K Buy
1,211
+122
+11% +$6.14K ﹤0.01% 952
2023
Q4 		$54K Sell
1,089
-21
-2% -$942 ﹤0.01% 869
2023
Q3 		$49.6K Buy
1,110
+43
+4% +$1.92K 0.01% 809
2023
Q2 		$49.6K Sell
1,067
-154
-13% -$6.74K 0.01% 840
2023
Q1 		$53.2K Hold
1,221
– – 0.01% 776
2022
Q4 		$60.9K Sell
1,221
-86
-7% -$4.09K 0.01% 684
2022
Q3 		$55K Buy
1,307
+735
+128% +$35.4K 0.01% 615
2022
Q2 		$25K Buy
572
+282
+97% +$14K 0.01% 780
2022
Q1 		$17K Buy
290
+258
+806% +$14.9K ﹤0.01% 775
2021
Q4 		$2K Buy
+32
New +$2K ﹤0.01% 1652

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

EverSource Wealth Advisors's SRCL Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Stericycle Inc (SRCL) in Q4 2024, closing a stake of 329 shares — an estimated $20.1K sold.

EverSource Wealth Advisors first reported a position in SRCL in Q4 2021 and held it in 12 quarters. The position peaked at $60.9K in Q4 2022. 4 funds tracked by Wall St. Rank hold SRCL as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Stericycle Inc position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 329 Stericycle Inc shares in Q4 2024, an estimated $20.1K.
  • EverSource Wealth Advisors first reported a position in Stericycle Inc in Q4 2021 and held it in 12 quarters.
  • EverSource Wealth Advisors's Stericycle Inc position peaked at $60.9K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held Stericycle Inc as of Q4 2024.

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