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Spire Wealth Management’s Sotera Health SHC Stock Holding History

Spire Wealth 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
2024
Q4 		– Sell
-30
Closed -$501 – 2514
2024
Q3 		$501 Buy
+30
New +$438 ﹤0.01% 2156
2022
Q4 		– Sell
-1,615
Closed -$11K – 2391
2022
Q3 		$11K Hold
1,615
– – ﹤0.01% 1546
2022
Q2 		$32K Hold
1,615
– – ﹤0.01% 1482
2022
Q1 		$35K Sell
1,615
-64
-4% -$1.36K ﹤0.01% 1594
2021
Q4 		$40K Buy
1,679
+560
+50% +$13.4K ﹤0.01% 1823
2021
Q3 		$29K Buy
+1,119
New +$27.1K ﹤0.01% 1707
2021
Q2 		– Sell
-137
Closed -$3K – 2917
2021
Q1 		$3K Buy
+137
New +$3.62K ﹤0.01% 2773

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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

Spire Wealth Management's SHC Position: Q4 2024 in Review

Spire Wealth Management sold out of Sotera Health (SHC) in Q4 2024, closing a stake of 30 shares — an estimated $501 sold.

Spire Wealth Management first reported a position in SHC in Q1 2021 and held it in 7 quarters. The position peaked at $40K in Q4 2021. 216 funds tracked by Wall St. Rank hold SHC as of Q4 2024.

  • Spire Wealth Management reported no remaining Sotera Health position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 30 Sotera Health shares in Q4 2024, an estimated $501.
  • Spire Wealth Management first reported a position in Sotera Health in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Sotera Health position peaked at $40K in Q4 2021.
  • 216 funds tracked by Wall St. Rank held Sotera Health as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.