MWAC
SRCL

Mariner Wealth Advisors (Cincinnati)’s Stericycle Inc SRCL Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$506K Buy
8,622
+380
+5% +$24.3K 0.03% 193
2018
Q2 		$538K Buy
8,242
+1,330
+19% +$82.7K 0.03% 180
2018
Q1 		$405K Buy
6,912
+395
+6% +$26.7K 0.02% 212
2017
Q4 		$443K Buy
6,517
+1,250
+24% +$84.9K 0.03% 194
2017
Q3 		$377K Buy
5,267
+115
+2% +$8.46K 0.02% 197
2017
Q2 		$393K Buy
5,152
+29
+0.6% +$2.38K 0.03% 192
2017
Q1 		$425K Buy
5,123
+1,555
+44% +$125K 0.03% 180
2016
Q4 		$275K Buy
3,568
+870
+32% +$65.7K 0.02% 213
2016
Q3 		$216K Buy
+2,698
New +$244K 0.02% 241
2014
Q4 		– Sell
-4,781
Closed -$557K – 184
2014
Q3 		$557K Buy
4,781
+275
+6% +$32.5K 0.09% 96
2014
Q2 		$534K Buy
+4,506
New +$516K 0.08% 93

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s SRCL Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Stericycle Inc (SRCL) stake by 4.6% in Q3 2018, buying an estimated $24.3K and bringing the position to 8,622 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #193.

Mariner Wealth Advisors (Cincinnati) first reported a position in SRCL in Q2 2014 and has held it in 11 quarters since. The position peaked at $557K in Q3 2014. 486 funds tracked by Wall St. Rank hold SRCL as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 8,622 shares of Stericycle Inc worth $506K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 380 Stericycle Inc shares in Q3 2018, an estimated $24.3K.
  • Stericycle Inc made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #193 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Stericycle Inc in Q2 2014 and has held it in 11 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Stericycle Inc position peaked at $557K in Q3 2014.
  • 486 funds tracked by Wall St. Rank held Stericycle Inc as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.