United Capital Financial Advisors’s Societal CDMO, Inc. Common Stock SCTL Stock Holding History

United Capital Financial Advisors’s Portfolio SCTL Stock Details SCTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12,000	Closed	-$5.63K	–	1134
2023 Q3	$5.63K	Hold	12,000	–	–	﹤0.01%	830
2023 Q2	$13.2K	Hold	12,000	–	–	﹤0.01%	886
2023 Q1	$14.3K	Hold	12,000	–	–	﹤0.01%	955
2022 Q4	$17.9K	Sell	12,000 -6,081	-34%	-$9.55K	﹤0.01%	1029
2022 Q3	$29K	Buy	18,081 +81	+0.5%	+$94	﹤0.01%	1071
2022 Q2	$14K	Hold	18,000	–	–	﹤0.01%	1110
2022 Q1	$32K	Hold	18,000	–	–	﹤0.01%	1146
2021 Q4	$31K	Hold	18,000	–	–	﹤0.01%	1189
2021 Q3	$37K	Hold	18,000	–	–	﹤0.01%	1186
2021 Q2	$42K	Hold	18,000	–	–	﹤0.01%	1210
2021 Q1	$50K	Hold	18,000	–	–	﹤0.01%	1173
2020 Q4	$51K	Hold	18,000	–	–	﹤0.01%	1171
2020 Q3	$38K	Hold	18,000	–	–	﹤0.01%	1138
2020 Q2	$82K	Hold	18,000	–	–	﹤0.01%	1148
2020 Q1	$211K	Hold	18,000	–	–	﹤0.01%	1056
2019 Q4	$330K	Buy	+18,000	New	+$259K	﹤0.01%	1107

Other funds holding SCTL

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Samjo Management New York $231M AUM 13.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OV Management Minneapolis, Minnesota $49M AUM 6% 1-Year Est. Return

Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

United Capital Financial Advisors's SCTL Position: Q4 2023 in Review

United Capital Financial Advisors sold out of Societal CDMO, Inc. Common Stock (SCTL) in Q4 2023, closing a stake of 12,000 shares — an estimated $5.63K sold.

United Capital Financial Advisors first reported a position in SCTL in Q4 2019 and held it in 16 quarters. The position peaked at $330K in Q4 2019. 41 funds tracked by Wall St. Rank hold SCTL as of Q4 2023.

United Capital Financial Advisors reported no remaining Societal CDMO, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
United Capital Financial Advisors sold 12,000 Societal CDMO, Inc. Common Stock shares in Q4 2023, an estimated $5.63K.
United Capital Financial Advisors first reported a position in Societal CDMO, Inc. Common Stock in Q4 2019 and held it in 16 quarters.
United Capital Financial Advisors's Societal CDMO, Inc. Common Stock position peaked at $330K in Q4 2019.
41 funds tracked by Wall St. Rank held Societal CDMO, Inc. Common Stock as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.