UCFA
SRCL

United Capital Financial Advisors’s Stericycle Inc SRCL Stock Holding History

United Capital Financial Advisors’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
2024
Q4 		– Sell
-23,925
Closed -$1.46M – 1120
2024
Q3 		$1.46M Buy
23,925
+59
+0.2% +$3.5K 0.01% 465
2024
Q2 		$1.39M Sell
23,866
-5,801
-20% -$298K 0.01% 464
2024
Q1 		$1.56M Sell
29,667
-2,296
-7% -$116K 0.01% 476
2023
Q4 		$1.58M Buy
31,963
+3,794
+13% +$170K 0.01% 465
2023
Q3 		$1.26M Sell
28,169
-1,605
-5% -$71.7K 0.01% 477
2023
Q2 		$1.38M Sell
29,774
-644
-2% -$28.2K 0.01% 491
2023
Q1 		$1.33M Sell
30,418
-1,335
-4% -$66.1K 0.01% 521
2022
Q4 		$1.58M Sell
31,753
-5,905
-16% -$281K 0.01% 526
2022
Q3 		$1.59M Sell
37,658
-15,784
-30% -$760K 0.01% 512
2022
Q2 		$2.34M Buy
53,442
+11,900
+29% +$590K 0.01% 463
2022
Q1 		$2.45M Sell
41,542
-4,330
-9% -$251K 0.01% 479
2021
Q4 		$2.74M Sell
45,872
-6,428
-12% -$403K 0.01% 479
2021
Q3 		$3.56M Sell
52,300
-2,949
-5% -$204K 0.02% 424
2021
Q2 		$3.95M Sell
55,249
-580
-1% -$42.6K 0.02% 411
2021
Q1 		$3.77M Sell
55,829
-1,040
-2% -$70.7K 0.02% 399
2020
Q4 		$3.94M Sell
56,869
-851
-1% -$58.2K 0.02% 393
2020
Q3 		$3.64M Sell
57,720
-419
-0.7% -$25.7K 0.02% 390
2020
Q2 		$3.25M Sell
58,139
-1,078
-2% -$56.2K 0.02% 428
2020
Q1 		$2.88M Sell
59,217
-2,092
-3% -$123K 0.02% 429
2019
Q4 		$3.91M Sell
61,309
-3,353
-5% -$198K 0.03% 468
2019
Q3 		$3.29M Sell
64,662
-940
-1% -$43.7K 0.02% 494
2019
Q2 		$3.13M Sell
65,602
-11,858
-15% -$603K 0.02% 510
2019
Q1 		$4.21M Sell
77,460
-18,215
-19% -$825K 0.03% 448
2018
Q4 		$3.51M Sell
95,675
-8,538
-8% -$401K 0.03% 437
2018
Q3 		$6.12M Sell
104,213
-2,307
-2% -$147K 0.04% 396
2018
Q2 		$6.96M Sell
106,520
-782
-0.7% -$48.7K 0.05% 359
2018
Q1 		$6.3M Buy
107,302
+9,846
+10% +$666K 0.05% 367
2017
Q4 		$6.61M Sell
97,456
-6,467
-6% -$439K 0.05% 363
2017
Q3 		$7.44M Sell
103,923
-276
-0.3% -$20.3K 0.06% 326
2017
Q2 		$7.95M Sell
104,199
-83
-0.1% -$6.82K 0.07% 308
2017
Q1 		$8.64M Sell
104,282
-2,792
-3% -$224K 0.08% 291
2016
Q4 		$8.25M Sell
107,074
-4,388
-4% -$331K 0.08% 299
2016
Q3 		$8.93M Buy
111,462
+252
+0.2% +$22.8K 0.09% 287
2016
Q2 		$11.6M Sell
111,210
-95
-0.1% -$10.2K 0.12% 196
2016
Q1 		$14M Sell
111,305
-1,093
-1% -$127K 0.15% 139
2015
Q4 		$13.6M Buy
112,398
+1,318
+1% +$168K 0.16% 141
2015
Q3 		$15.5M Sell
111,080
-1,088
-1% -$151K 0.19% 105
2015
Q2 		$15M Sell
112,168
-1,919
-2% -$263K 0.17% 131
2015
Q1 		$15.2M Sell
114,087
-244
-0.2% -$32.9K 0.19% 126
2014
Q4 		$15M Buy
114,331
+37,856
+50% +$4.77M 0.22% 107
2014
Q3 		$8.91M Buy
76,475
+3
+0% +$354 0.15% 167
2014
Q2 		$9.06M Buy
76,472
+11,349
+17% +$1.3M 0.17% 161
2014
Q1 		$7.4M Sell
65,123
-1,439
-2% -$166K 0.16% 152
2013
Q4 		$7.73M Buy
66,562
+64,367
+2,932% +$7.5M 0.26% 107
2013
Q3 		$253K Sell
2,195
-73,855
-97% -$8.52M 0.01% 591
2013
Q2 		$8.4M Buy
+76,050
New +$8.26M 0.22% 122

Other funds holding SRCL

KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

United Capital Financial Advisors's SRCL Position: Q4 2024 in Review

United Capital Financial Advisors sold out of Stericycle Inc (SRCL) in Q4 2024, closing a stake of 23,925 shares — an estimated $1.46M sold.

United Capital Financial Advisors first reported a position in SRCL in Q2 2013 and held it in 46 quarters. The position peaked at $15.5M in Q3 2015. 4 funds tracked by Wall St. Rank hold SRCL as of Q4 2024.

  • United Capital Financial Advisors reported no remaining Stericycle Inc position as of Q4 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 23,925 Stericycle Inc shares in Q4 2024, an estimated $1.46M.
  • United Capital Financial Advisors first reported a position in Stericycle Inc in Q2 2013 and held it in 46 quarters.
  • United Capital Financial Advisors's Stericycle Inc position peaked at $15.5M in Q3 2015.
  • 4 funds tracked by Wall St. Rank held Stericycle Inc as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.