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Sandia Investment Management’s Sotera Health SHC Stock Holding History

Sandia Investment Management’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
2025
Q1 		– Sell
-7,500
Closed -$103K – 117
2024
Q4 		$103K Sell
7,500
-2,500
-25% -$36.2K 0.19% 85
2024
Q3 		$167K Hold
10,000
– – 0.27% 61
2024
Q2 		$119K Hold
10,000
– – 0.15% 71
2024
Q1 		$120K Buy
+10,000
New +$149K 0.12% 82

Other funds holding SHC

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
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
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sandia Investment Management's SHC Position: Q1 2025 in Review

Sandia Investment Management sold out of Sotera Health (SHC) in Q1 2025, closing a stake of 7,500 shares — an estimated $103K sold.

Sandia Investment Management first reported a position in SHC in Q1 2024 and held it in 4 quarters. The position peaked at $167K in Q3 2024. 205 funds tracked by Wall St. Rank hold SHC as of Q1 2025.

  • Sandia Investment Management reported no remaining Sotera Health position as of Q1 2025 after selling out during the quarter.
  • Sandia Investment Management sold 7,500 Sotera Health shares in Q1 2025, an estimated $103K.
  • Sandia Investment Management first reported a position in Sotera Health in Q1 2024 and held it in 4 quarters.
  • Sandia Investment Management's Sotera Health position peaked at $167K in Q3 2024.
  • 205 funds tracked by Wall St. Rank held Sotera Health as of Q1 2025.

Based on Sandia Investment Management's 13F filing for Q1 2025, filed 15 May 2025.