Ken Fisher’s Sotera Health SHC Stock Holding History

Ken Fisher’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 Q2	–	Sell	-30,029	Closed	-$361K	–	1049
2024 Q1	$361K	Buy	+30,029	New	+$447K	﹤0.01%	832
2022 Q3	–	Sell	-24,095	Closed	-$472K	–	987
2022 Q2	$472K	Buy	+24,095	New	+$505K	﹤0.01%	727

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Ken Fisher's SHC Position: Q2 2024 in Review

Ken Fisher sold out of Sotera Health (SHC) in Q2 2024, closing a stake of 30,029 shares — an estimated $361K sold.

Ken Fisher first reported a position in SHC in Q2 2022 and held it in 2 quarters. The position peaked at $472K in Q2 2022. 204 funds tracked by Wall St. Rank hold SHC as of Q2 2024.

Ken Fisher reported no remaining Sotera Health position as of Q2 2024 after selling out during the quarter.
Ken Fisher sold 30,029 Sotera Health shares in Q2 2024, an estimated $361K.
Ken Fisher first reported a position in Sotera Health in Q2 2022 and held it in 2 quarters.
Ken Fisher's Sotera Health position peaked at $472K in Q2 2022.
204 funds tracked by Wall St. Rank held Sotera Health as of Q2 2024.

Based on Fisher Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.