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First Foundation Advisors’s Sotera Health SHC Stock Holding History

First Foundation 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
2022
Q2 		– Sell
-11,267
Closed -$244K – 448
2022
Q1 		$244K Sell
11,267
-3,984
-26% -$84.5K 0.01% 367
2021
Q4 		$359K Hold
15,251
– – 0.01% 319
2021
Q3 		$399K Sell
15,251
-630
-4% -$15.2K 0.01% 309
2021
Q2 		$385K Sell
15,881
-3,664
-19% -$90.2K 0.01% 327
2021
Q1 		$488K Buy
19,545
+4,652
+31% +$123K 0.02% 268
2020
Q4 		$409K Buy
+14,893
New +$400K 0.02% 287

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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Foundation Advisors's SHC Position: Q2 2022 in Review

First Foundation Advisors sold out of Sotera Health (SHC) in Q2 2022, closing a stake of 11,267 shares — an estimated $244K sold.

First Foundation Advisors first reported a position in SHC in Q4 2020 and held it in 6 quarters. The position peaked at $488K in Q1 2021. 177 funds tracked by Wall St. Rank hold SHC as of Q2 2022.

  • First Foundation Advisors reported no remaining Sotera Health position as of Q2 2022 after selling out during the quarter.
  • First Foundation Advisors sold 11,267 Sotera Health shares in Q2 2022, an estimated $244K.
  • First Foundation Advisors first reported a position in Sotera Health in Q4 2020 and held it in 6 quarters.
  • First Foundation Advisors's Sotera Health position peaked at $488K in Q1 2021.
  • 177 funds tracked by Wall St. Rank held Sotera Health as of Q2 2022.

Based on First Foundation Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.