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Evolution Wealth Advisors’s Sotera Health SHC Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-114
Closed -$3K – 541
2021
Q3 		$3K Sell
114
-206
-64% -$4.98K ﹤0.01% 624
2021
Q2 		$8K Hold
320
– – ﹤0.01% 447
2021
Q1 		$8K Hold
320
– – ﹤0.01% 463
2020
Q4 		$9K Buy
+320
New +$8.59K ﹤0.01% 366

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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TCCM
Two Creeks Capital Management New York $974M AUM 2.54% 1-Year Est. Return

Evolution Wealth Advisors's SHC Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Sotera Health (SHC) in Q4 2021, closing a stake of 114 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in SHC in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q4 2020. 146 funds tracked by Wall St. Rank hold SHC as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Sotera Health position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 114 Sotera Health shares in Q4 2021, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in Sotera Health in Q4 2020 and held it in 4 quarters.
  • Evolution Wealth Advisors's Sotera Health position peaked at $9K in Q4 2020.
  • 146 funds tracked by Wall St. Rank held Sotera Health as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.