GWM
SRCL

Gupta Wealth Management’s Stericycle Inc SRCL Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$14K Buy
110
+10
+10% +$1.17K ﹤0.01% 792
2015
Q4 		$12K Sell
100
-82
-45% -$10.4K ﹤0.01% 844
2015
Q3 		$25K Hold
182
– – 0.01% 642
2015
Q2 		$24K Hold
182
– – 0.01% 694
2015
Q1 		$26K Buy
+182
New +$24.6K 0.01% 540

Other funds holding SRCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 16.04% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gupta Wealth Management's SRCL Position: Q1 2016 in Review

Gupta Wealth Management increased its Stericycle Inc (SRCL) stake by 10% in Q1 2016, buying an estimated $1.17K and bringing the position to 110 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Gupta Wealth Management first reported a position in SRCL in Q1 2015 and has held it in 5 quarters since. The position peaked at $26K in Q1 2015. 621 funds tracked by Wall St. Rank hold SRCL as of Q1 2016.

  • Gupta Wealth Management held 110 shares of Stericycle Inc worth $14K as of Q1 2016.
  • Gupta Wealth Management bought 10 Stericycle Inc shares in Q1 2016, an estimated $1.17K.
  • Stericycle Inc made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #792 holding.
  • Gupta Wealth Management first reported a position in Stericycle Inc in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Stericycle Inc position peaked at $26K in Q1 2015.
  • 621 funds tracked by Wall St. Rank held Stericycle Inc as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.