Ewing Morris & Co Investment Partners’s Sotera Health SHC Stock Holding History

Ewing Morris & Co Investment 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	-3,122	Closed	-$70.5K	–	91
2024 Q3	$70.5K	Hold	3,122	–	–	0.03%	31
2024 Q2	$37.1K	Hold	3,122	–	–	0.02%	33
2024 Q1	$50.8K	Hold	3,122	–	–	0.02%	33
2023 Q4	$52.6K	Sell	3,122 -7,101	-69%	-$101K	0.04%	33
2023 Q3	$153K	Sell	10,223 -150,307	-94%	-$2.54M	0.12%	26
2023 Q2	$3.02M	Buy	160,530 +63,030	+65%	+$1M	2.34%	17
2023 Q1	$1.75M	Buy	+97,500	New	+$1.63M	1.38%	20
2022 Q4	–	Sell	-320,000	Closed	-$2.18M	–	17
2022 Q3	$2.18M	Buy	320,000 +300,000	+1,500%	+$4.99M	2.85%	10
2022 Q2	$504K	Buy	+20,000	New	+$419K	0.34%	16

Other funds holding SHC

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

Ewing Morris & Co Investment Partners's SHC Position: Q4 2024 in Review

Ewing Morris & Co Investment Partners sold out of Sotera Health (SHC) in Q4 2024, closing a stake of 3,122 shares — an estimated $70.5K sold.

Ewing Morris & Co Investment Partners first reported a position in SHC in Q2 2022 and held it in 9 quarters. The position peaked at $3.02M in Q2 2023. 216 funds tracked by Wall St. Rank hold SHC as of Q4 2024.

Ewing Morris & Co Investment Partners reported no remaining Sotera Health position as of Q4 2024 after selling out during the quarter.
Ewing Morris & Co Investment Partners sold 3,122 Sotera Health shares in Q4 2024, an estimated $70.5K.
Ewing Morris & Co Investment Partners first reported a position in Sotera Health in Q2 2022 and held it in 9 quarters.
Ewing Morris & Co Investment Partners's Sotera Health position peaked at $3.02M in Q2 2023.
216 funds tracked by Wall St. Rank held Sotera Health as of Q4 2024.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q4 2024, filed 14 Feb 2025.