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Plante Moran Financial Advisors’s Sotera Health SHC Stock Holding History

Plante Moran Financial Advisors’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
2022
Q3 		– Sell
-132
Closed -$3K – 1047
2022
Q2 		$3K Buy
+132
New +$2.77K ﹤0.01% 782
2022
Q1 		– Sell
-191
Closed -$4K – 980
2021
Q4 		$4K Buy
+191
New +$4.57K ﹤0.01% 862

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Vanguard Group
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Citadel Advisors
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Millennium Management
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Plante Moran Financial Advisors's SHC Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Sotera Health (SHC) in Q3 2022, closing a stake of 132 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in SHC in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 184 funds tracked by Wall St. Rank hold SHC as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Sotera Health position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 132 Sotera Health shares in Q3 2022, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in Sotera Health in Q4 2021 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Sotera Health position peaked at $4K in Q4 2021.
  • 184 funds tracked by Wall St. Rank held Sotera Health as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.