Sierra Summit Advisors’s Sotera Health SHC Stock Holding History

Sierra Summit 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
2024 Q1	–	Sell	-11,495	Closed	-$194K	–	210
2023 Q4	$194K	Buy	+11,495	New	+$163K	0.06%	190

Other funds holding SHC

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Sierra Summit Advisors's SHC Position: Q1 2024 in Review

Sierra Summit Advisors sold out of Sotera Health (SHC) in Q1 2024, closing a stake of 11,495 shares — an estimated $194K sold.

Sierra Summit Advisors first reported a position in SHC in Q4 2023 and held it in 1 quarter. The position peaked at $194K in Q4 2023. 196 funds tracked by Wall St. Rank hold SHC as of Q1 2024.

Sierra Summit Advisors reported no remaining Sotera Health position as of Q1 2024 after selling out during the quarter.
Sierra Summit Advisors sold 11,495 Sotera Health shares in Q1 2024, an estimated $194K.
Sierra Summit Advisors first reported a position in Sotera Health in Q4 2023 and held it in 1 quarter.
Sierra Summit Advisors's Sotera Health position peaked at $194K in Q4 2023.
196 funds tracked by Wall St. Rank held Sotera Health as of Q1 2024.

Based on Sierra Summit Advisors's 13F filing for Q1 2024, filed 9 May 2024.