MBFW
SRCL

Morton Brown Family Wealth’s Stericycle Inc SRCL Stock Holding History

Morton Brown Family Wealth’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
-27
Closed -$1.18K – 300
2023
Q1 		$1.18K Buy
+27
New +$1.34K ﹤0.01% 253

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

Morton Brown Family Wealth's SRCL Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Stericycle Inc (SRCL) in Q2 2023, closing a stake of 27 shares — an estimated $1.18K sold.

Morton Brown Family Wealth first reported a position in SRCL in Q1 2023 and held it in 1 quarter. The position peaked at $1.18K in Q1 2023. 343 funds tracked by Wall St. Rank hold SRCL as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Stericycle Inc position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 27 Stericycle Inc shares in Q2 2023, an estimated $1.18K.
  • Morton Brown Family Wealth first reported a position in Stericycle Inc in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Stericycle Inc position peaked at $1.18K in Q1 2023.
  • 343 funds tracked by Wall St. Rank held Stericycle Inc as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.