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Summit Global Investments’s Sotera Health SHC Stock Holding History

Summit Global Investments’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
2021
Q4 		– Sell
-12,600
Closed -$329K – 602
2021
Q3 		$329K Buy
+12,600
New +$305K 0.02% 382

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SP
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Vanguard Group
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ACH
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APM
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TCCM
Two Creeks Capital Management New York $974M AUM 2.54% 1-Year Est. Return

Summit Global Investments's SHC Position: Q4 2021 in Review

Summit Global Investments sold out of Sotera Health (SHC) in Q4 2021, closing a stake of 12,600 shares — an estimated $329K sold.

Summit Global Investments first reported a position in SHC in Q3 2021 and held it in 1 quarter. The position peaked at $329K in Q3 2021. 146 funds tracked by Wall St. Rank hold SHC as of Q4 2021.

  • Summit Global Investments reported no remaining Sotera Health position as of Q4 2021 after selling out during the quarter.
  • Summit Global Investments sold 12,600 Sotera Health shares in Q4 2021, an estimated $329K.
  • Summit Global Investments first reported a position in Sotera Health in Q3 2021 and held it in 1 quarter.
  • Summit Global Investments's Sotera Health position peaked at $329K in Q3 2021.
  • 146 funds tracked by Wall St. Rank held Sotera Health as of Q4 2021.

Based on Summit Global Investments's 13F filing for Q4 2021, filed 14 Feb 2022.