MWM
SRCL

Madison Wealth Management’s Stericycle Inc SRCL Stock Holding History

Madison 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
2023
Q2 		– Sell
-5,345
Closed -$233K – 159
2023
Q1 		$233K Buy
5,345
+130
+2% +$6.43K 0.05% 148
2022
Q4 		$260K Sell
5,215
-50
-0.9% -$2.38K 0.06% 140
2022
Q3 		$222K Sell
5,265
-385
-7% -$18.5K 0.05% 154
2022
Q2 		$248K Sell
5,650
-375
-6% -$18.6K 0.06% 144
2022
Q1 		$355K Hold
6,025
– – 0.07% 128
2021
Q4 		$359K Buy
6,025
+115
+2% +$7.2K 0.07% 128
2021
Q3 		$402K Buy
5,910
+250
+4% +$17.3K 0.09% 117
2021
Q2 		$405K Buy
5,660
+230
+4% +$16.9K 0.09% 114
2021
Q1 		$367K Buy
5,430
+278
+5% +$18.9K 0.09% 117
2020
Q4 		$357K Buy
5,152
+247
+5% +$16.9K 0.09% 114
2020
Q3 		$309K Buy
4,905
+485
+11% +$29.8K 0.09% 112
2020
Q2 		$247K Buy
+4,420
New +$230K 0.08% 111
2020
Q1 		– Sell
-3,350
Closed -$214K – 151
2019
Q4 		$214K Buy
+3,350
New +$198K 0.06% 142

Other funds holding SRCL

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Madison Wealth Management's SRCL Position: Q2 2023 in Review

Madison Wealth Management sold out of Stericycle Inc (SRCL) in Q2 2023, closing a stake of 5,345 shares — an estimated $233K sold.

Madison Wealth Management first reported a position in SRCL in Q4 2019 and held it in 13 quarters. The position peaked at $405K in Q2 2021. 343 funds tracked by Wall St. Rank hold SRCL as of Q2 2023.

  • Madison Wealth Management reported no remaining Stericycle Inc position as of Q2 2023 after selling out during the quarter.
  • Madison Wealth Management sold 5,345 Stericycle Inc shares in Q2 2023, an estimated $233K.
  • Madison Wealth Management first reported a position in Stericycle Inc in Q4 2019 and held it in 13 quarters.
  • Madison Wealth Management's Stericycle Inc position peaked at $405K in Q2 2021.
  • 343 funds tracked by Wall St. Rank held Stericycle Inc as of Q2 2023.

Based on Madison Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.