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Steward Financial Group’s Sotera Health SHC Stock Holding History

Steward Financial Group’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 		$1K Buy
+97
New +$1.64K ﹤0.01% 1252
2023
Q2 		– Sell
-52
Closed – – 915
2023
Q1 		$0 Buy
+52
New +$869 ﹤0.01% 893
2022
Q3 		– Sell
-15
Closed – – 1107
2022
Q2 		$0 Buy
+15
New +$314 ﹤0.01% 1324

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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 $145B AUM 22.78% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Financial Group's SHC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Sotera Health (SHC) in Q3 2023: 97 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1252 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SHC as recently as Q1 2023.

Steward Financial Group first reported a position in SHC in Q2 2022 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold SHC as of Q3 2023.

  • Steward Financial Group held 97 shares of Sotera Health worth $1K as of Q3 2023.
  • Sotera Health was a new Steward Financial Group position in Q3 2023.
  • Sotera Health made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1252 holding.
  • Steward Financial Group first reported a position in Sotera Health in Q2 2022 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Sotera Health as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.