EW
SHC icon

Evoke Wealth’s Sotera Health SHC Stock Holding History

Evoke Wealth’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
2022
Q3 		– Sell
-79,122
Closed -$1.55M – 1252
2022
Q2 		$1.55M Sell
79,122
-5,646
-7% -$118K 0.06% 123
2022
Q1 		$1.84M Sell
84,768
-5,286
-6% -$112K 0.06% 124
2021
Q4 		$2.12M Buy
90,054
+33
+0% +$790 0.07% 123
2021
Q3 		$2.35M Sell
90,021
-1,295
-1% -$31.3K 0.09% 110
2021
Q2 		$2.21M Buy
91,316
+2,692
+3% +$66.2K 0.08% 117
2021
Q1 		$2.21M Buy
+88,624
New +$2.34M 0.1% 111

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Evoke Wealth's SHC Position: Q3 2022 in Review

Evoke Wealth sold out of Sotera Health (SHC) in Q3 2022, closing a stake of 79,122 shares — an estimated $1.55M sold.

Evoke Wealth first reported a position in SHC in Q1 2021 and held it in 6 quarters. The position peaked at $2.35M in Q3 2021. 184 funds tracked by Wall St. Rank hold SHC as of Q3 2022.

  • Evoke Wealth reported no remaining Sotera Health position as of Q3 2022 after selling out during the quarter.
  • Evoke Wealth sold 79,122 Sotera Health shares in Q3 2022, an estimated $1.55M.
  • Evoke Wealth first reported a position in Sotera Health in Q1 2021 and held it in 6 quarters.
  • Evoke Wealth's Sotera Health position peaked at $2.35M in Q3 2021.
  • 184 funds tracked by Wall St. Rank held Sotera Health as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.