SWM
SRCL

Spire Wealth Management’s Stericycle Inc SRCL Stock Holding History

Spire 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
2023
Q2 		– Sell
-12
Closed -$523 – 2554
2023
Q1 		$523 Hold
12
– – ﹤0.01% 2467
2022
Q4 		$1K Hold
12
– – ﹤0.01% 2275
2022
Q3 		$1K Hold
12
– – ﹤0.01% 2151
2022
Q2 		$1K Sell
12
-24
-67% -$1.19K ﹤0.01% 2614
2022
Q1 		$2K Sell
36
-5,488
-99% -$318K ﹤0.01% 2428
2021
Q4 		$329K Buy
+5,524
New +$346K 0.01% 870
2021
Q2 		– Sell
-7,008
Closed -$472K – 3029
2021
Q1 		$472K Buy
+7,008
New +$476K 0.01% 688

Other funds holding SRCL

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Spire Wealth Management's SRCL Position: Q2 2023 in Review

Spire Wealth Management sold out of Stericycle Inc (SRCL) in Q2 2023, closing a stake of 12 shares — an estimated $523 sold.

Spire Wealth Management first reported a position in SRCL in Q1 2021 and held it in 7 quarters. The position peaked at $472K in Q1 2021. 343 funds tracked by Wall St. Rank hold SRCL as of Q2 2023.

  • Spire Wealth Management reported no remaining Stericycle Inc position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 12 Stericycle Inc shares in Q2 2023, an estimated $523.
  • Spire Wealth Management first reported a position in Stericycle Inc in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Stericycle Inc position peaked at $472K in Q1 2021.
  • 343 funds tracked by Wall St. Rank held Stericycle Inc as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.