Jones Financial Companies
SRCL

Jones Financial Companies’s Stericycle Inc SRCL Stock Holding History

Jones Financial Companies’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
2024
Q4 		– Sell
-817
Closed -$49.8K – 3544
2024
Q3 		$49.8K Buy
817
+116
+17% +$6.89K ﹤0.01% 1636
2024
Q2 		$40.7K Buy
701
+698
+23,267% +$35.8K ﹤0.01% 1324
2024
Q1 		$158 Sell
3
-47
-94% -$2.37K ﹤0.01% 1349
2023
Q4 		$2.48K Buy
50
+32
+178% +$1.44K ﹤0.01% 882
2023
Q3 		$805 Buy
+18
New +$804 ﹤0.01% 650
2021
Q2 		– Sell
-25
Closed -$2K – 801
2021
Q1 		$2K Sell
25
-775
-97% -$52.7K ﹤0.01% 752
2020
Q4 		$55K Buy
+800
New +$54.7K ﹤0.01% 288
2016
Q3 		– Sell
-2,827
Closed -$294K – 225
2016
Q2 		$294K Buy
2,827
+1,220
+76% +$131K ﹤0.01% 202
2016
Q1 		$203K Buy
+1,607
New +$187K ﹤0.01% 214

Other funds holding SRCL

KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jones Financial Companies's SRCL Position: Q4 2024 in Review

Jones Financial Companies sold out of Stericycle Inc (SRCL) in Q4 2024, closing a stake of 817 shares — an estimated $49.8K sold.

Jones Financial Companies first reported a position in SRCL in Q1 2016 and held it in 9 quarters. The position peaked at $294K in Q2 2016. 4 funds tracked by Wall St. Rank hold SRCL as of Q4 2024.

  • Jones Financial Companies reported no remaining Stericycle Inc position as of Q4 2024 after selling out during the quarter.
  • Jones Financial Companies sold 817 Stericycle Inc shares in Q4 2024, an estimated $49.8K.
  • Jones Financial Companies first reported a position in Stericycle Inc in Q1 2016 and held it in 9 quarters.
  • Jones Financial Companies's Stericycle Inc position peaked at $294K in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Stericycle Inc as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.