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Vaughan Nelson Investment Management’s Sotera Health SHC Stock Holding History

Vaughan Nelson Investment Management’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
2022
Q3 		– Sell
-1,910,122
Closed -$37.4M – 211
2022
Q2 		$37.4M Sell
1,910,122
-420,642
-18% -$8.81M 0.5% 58
2022
Q1 		$50.5M Sell
2,330,764
-49,902
-2% -$1.06M 0.57% 52
2021
Q4 		$56.1M Buy
2,380,666
+199,525
+9% +$4.77M 0.57% 44
2021
Q3 		$57M Buy
2,181,141
+179,146
+9% +$4.33M 0.58% 48
2021
Q2 		$48.5M Buy
+2,001,995
New +$49.3M 0.49% 74

Other funds holding SHC

WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.91B AUM 14.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Vaughan Nelson Investment Management's SHC Position: Q3 2022 in Review

Vaughan Nelson Investment Management sold out of Sotera Health (SHC) in Q3 2022, closing a stake of 1,910,122 shares — an estimated $37.4M sold.

Vaughan Nelson Investment Management first reported a position in SHC in Q2 2021 and held it in 5 quarters. The position peaked at $57M in Q3 2021. 184 funds tracked by Wall St. Rank hold SHC as of Q3 2022.

  • Vaughan Nelson Investment Management reported no remaining Sotera Health position as of Q3 2022 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 1,910,122 Sotera Health shares in Q3 2022, an estimated $37.4M.
  • Vaughan Nelson Investment Management first reported a position in Sotera Health in Q2 2021 and held it in 5 quarters.
  • Vaughan Nelson Investment Management's Sotera Health position peaked at $57M in Q3 2021.
  • 184 funds tracked by Wall St. Rank held Sotera Health as of Q3 2022.

Based on Vaughan Nelson Investment Management's 13F filing for Q3 2022, filed 4 Nov 2022.