Poehling Capital Management’s Stericycle Inc SRCL Stock Holding History

Poehling Capital 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
2019 Q4	–	Sell	-17,320	Closed	-$882K	–	111
2019 Q3	$882K	Sell	17,320 -1,570	-8%	-$73K	0.65%	50
2019 Q2	$902K	Buy	18,890 +375	+2%	+$19.1K	0.6%	53
2019 Q1	$1.01M	Buy	18,515 +155	+0.8%	+$7.02K	0.73%	51
2018 Q4	$674K	Sell	18,360 -15,260	-45%	-$716K	0.65%	49
2018 Q3	$1.97M	Buy	33,620 +5,935	+21%	+$379K	1.4%	22
2018 Q2	$1.81M	Sell	27,685 -7,570	-21%	-$471K	1.58%	18
2018 Q1	$2.06M	Buy	35,255 +28,180	+398%	+$1.91M	1.67%	17
2017 Q4	$481K	Buy	+7,075	New	+$480K	0.41%	66

Other funds holding SRCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Poehling Capital Management's SRCL Position: Q4 2019 in Review

Poehling Capital Management sold out of Stericycle Inc (SRCL) in Q4 2019, closing a stake of 17,320 shares — an estimated $882K sold.

Poehling Capital Management first reported a position in SRCL in Q4 2017 and held it in 8 quarters. The position peaked at $2.06M in Q1 2018. 382 funds tracked by Wall St. Rank hold SRCL as of Q4 2019.

Poehling Capital Management reported no remaining Stericycle Inc position as of Q4 2019 after selling out during the quarter.
Poehling Capital Management sold 17,320 Stericycle Inc shares in Q4 2019, an estimated $882K.
Poehling Capital Management first reported a position in Stericycle Inc in Q4 2017 and held it in 8 quarters.
Poehling Capital Management's Stericycle Inc position peaked at $2.06M in Q1 2018.
382 funds tracked by Wall St. Rank held Stericycle Inc as of Q4 2019.

Based on Poehling Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.