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Simplicity Solutions’s Sotera Health SHC Stock Holding History

Simplicity Solutions’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
2023
Q3 		– Sell
-12,498
Closed -$235K – 1073
2023
Q2 		$235K Buy
12,498
+840
+7% +$13.3K 0.01% 918
2023
Q1 		$209K Buy
+11,658
New +$195K 0.01% 997

Other funds holding SHC

WP
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GL
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Simplicity Solutions's SHC Position: Q3 2023 in Review

Simplicity Solutions sold out of Sotera Health (SHC) in Q3 2023, closing a stake of 12,498 shares — an estimated $235K sold.

Simplicity Solutions first reported a position in SHC in Q1 2023 and held it in 2 quarters. The position peaked at $235K in Q2 2023. 169 funds tracked by Wall St. Rank hold SHC as of Q3 2023.

  • Simplicity Solutions reported no remaining Sotera Health position as of Q3 2023 after selling out during the quarter.
  • Simplicity Solutions sold 12,498 Sotera Health shares in Q3 2023, an estimated $235K.
  • Simplicity Solutions first reported a position in Sotera Health in Q1 2023 and held it in 2 quarters.
  • Simplicity Solutions's Sotera Health position peaked at $235K in Q2 2023.
  • 169 funds tracked by Wall St. Rank held Sotera Health as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.