VWM
SRCL

Valley Wealth Managers’s Stericycle Inc SRCL Stock Holding History

Valley Wealth Managers’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
2019
Q3 		– Sell
-6,411
Closed -$306K – 207
2019
Q2 		$306K Sell
6,411
-4,090
-39% -$208K 0.03% 166
2019
Q1 		$572K Buy
+10,501
New +$475K 0.06% 143

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Valley Wealth Managers's SRCL Position: Q3 2019 in Review

Valley Wealth Managers sold out of Stericycle Inc (SRCL) in Q3 2019, closing a stake of 6,411 shares — an estimated $306K sold.

Valley Wealth Managers first reported a position in SRCL in Q1 2019 and held it in 2 quarters. The position peaked at $572K in Q1 2019. 351 funds tracked by Wall St. Rank hold SRCL as of Q3 2019.

  • Valley Wealth Managers reported no remaining Stericycle Inc position as of Q3 2019 after selling out during the quarter.
  • Valley Wealth Managers sold 6,411 Stericycle Inc shares in Q3 2019, an estimated $306K.
  • Valley Wealth Managers first reported a position in Stericycle Inc in Q1 2019 and held it in 2 quarters.
  • Valley Wealth Managers's Stericycle Inc position peaked at $572K in Q1 2019.
  • 351 funds tracked by Wall St. Rank held Stericycle Inc as of Q3 2019.

Based on Valley Wealth Managers's 13F filing for Q3 2019, filed 1 Nov 2019.