LGWM
SRCL

Litman Gregory Wealth Management’s Stericycle Inc SRCL Stock Holding History

Litman Gregory 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
2018
Q2 		– Sell
-200
Closed -$12K – 168
2018
Q1 		$12K Buy
+200
New +$13.5K ﹤0.01% 139

Other funds holding SRCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Litman Gregory Wealth Management's SRCL Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of Stericycle Inc (SRCL) in Q2 2018, closing a stake of 200 shares — an estimated $12K sold.

Litman Gregory Wealth Management first reported a position in SRCL in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 506 funds tracked by Wall St. Rank hold SRCL as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining Stericycle Inc position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 200 Stericycle Inc shares in Q2 2018, an estimated $12K.
  • Litman Gregory Wealth Management first reported a position in Stericycle Inc in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Stericycle Inc position peaked at $12K in Q1 2018.
  • 506 funds tracked by Wall St. Rank held Stericycle Inc as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.