SWM
SRCL

Selective Wealth Management’s Stericycle Inc SRCL Stock Holding History

Selective Wealth 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
2020
Q3 		– Sell
-55
Closed -$3K – 427
2020
Q2 		$3K Hold
55
– – ﹤0.01% 363
2020
Q1 		$3K Hold
55
– – ﹤0.01% 261
2019
Q4 		$4K Hold
55
– – ﹤0.01% 249
2019
Q3 		$3K Buy
+55
New +$2.56K ﹤0.01% 278

Other funds holding SRCL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Selective Wealth Management's SRCL Position: Q3 2020 in Review

Selective Wealth Management sold out of Stericycle Inc (SRCL) in Q3 2020, closing a stake of 55 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in SRCL in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 356 funds tracked by Wall St. Rank hold SRCL as of Q3 2020.

  • Selective Wealth Management reported no remaining Stericycle Inc position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 55 Stericycle Inc shares in Q3 2020, an estimated $3K.
  • Selective Wealth Management first reported a position in Stericycle Inc in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's Stericycle Inc position peaked at $4K in Q4 2019.
  • 356 funds tracked by Wall St. Rank held Stericycle Inc as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.