KA
SRCL

Kaizen Advisory’s Stericycle Inc SRCL Stock Holding History

Kaizen Advisory’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
2018
Q4 		$10K Buy
269
+95
+55% +$4.46K 0.01% 563
2018
Q3 		$10K Hold
174
– – 0.01% 567
2018
Q2 		$11K Buy
174
+101
+138% +$6.28K 0.01% 576
2018
Q1 		$4K Hold
73
– – ﹤0.01% 572
2017
Q4 		$5K Buy
+73
New +$4.96K ﹤0.01% 559

Other funds holding SRCL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kaizen Advisory's SRCL Position: Q4 2018 in Review

Kaizen Advisory increased its Stericycle Inc (SRCL) stake by 55% in Q4 2018, buying an estimated $4.46K and bringing the position to 269 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #563.

Kaizen Advisory first reported a position in SRCL in Q4 2017 and has held it in 5 quarters since. The position peaked at $11K in Q2 2018. 377 funds tracked by Wall St. Rank hold SRCL as of Q4 2018.

  • Kaizen Advisory held 269 shares of Stericycle Inc worth $10K as of Q4 2018.
  • Kaizen Advisory bought 95 Stericycle Inc shares in Q4 2018, an estimated $4.46K.
  • Stericycle Inc made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #563 holding.
  • Kaizen Advisory first reported a position in Stericycle Inc in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Stericycle Inc position peaked at $11K in Q2 2018.
  • 377 funds tracked by Wall St. Rank held Stericycle Inc as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.