WA
SRCL

Waverly Advisors’s Stericycle Inc SRCL Stock Holding History

Waverly 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
2014
Q4 		– Sell
-500
Closed -$58K – 694
2014
Q3 		$58K Hold
500
– – 0.03% 205
2014
Q2 		$59K Hold
500
– – 0.02% 217
2014
Q1 		$57K Sell
500
-213
-30% -$24.6K 0.03% 210
2013
Q4 		$83K Buy
+713
New +$83.1K 0.03% 264

Other funds holding SRCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 14.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waverly Advisors's SRCL Position: Q4 2014 in Review

Waverly Advisors sold out of Stericycle Inc (SRCL) in Q4 2014, closing a stake of 500 shares — an estimated $58K sold.

Waverly Advisors first reported a position in SRCL in Q4 2013 and held it in 4 quarters. The position peaked at $83K in Q4 2013. 568 funds tracked by Wall St. Rank hold SRCL as of Q4 2014.

  • Waverly Advisors reported no remaining Stericycle Inc position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 500 Stericycle Inc shares in Q4 2014, an estimated $58K.
  • Waverly Advisors first reported a position in Stericycle Inc in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Stericycle Inc position peaked at $83K in Q4 2013.
  • 568 funds tracked by Wall St. Rank held Stericycle Inc as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.