WAM
SRCL

Wealthspire Advisors (Maryland)’s Stericycle Inc SRCL Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-800
Closed -$44K – 2152
2019
Q1 		$44K Sell
800
-7
-0.9% -$317 ﹤0.01% 944
2018
Q4 		$30K Buy
807
+496
+159% +$23.3K ﹤0.01% 1060
2018
Q3 		$18K Sell
311
-89
-22% -$5.68K ﹤0.01% 1350
2018
Q2 		$26K Buy
400
+38
+10% +$2.36K ﹤0.01% 1220
2018
Q1 		$21K Sell
362
-301
-45% -$20.4K ﹤0.01% 1288
2017
Q4 		$45K Buy
663
+204
+44% +$13.8K ﹤0.01% 1050
2017
Q3 		$33K Sell
459
-226
-33% -$16.6K ﹤0.01% 1121
2017
Q2 		$52K Buy
685
+16
+2% +$1.31K 0.01% 941
2017
Q1 		$55K Buy
669
+47
+8% +$3.78K 0.01% 778
2016
Q4 		$48K Sell
622
-381
-38% -$28.8K 0.01% 784
2016
Q3 		$80K Sell
1,003
-2,088
-68% -$189K 0.01% 643
2016
Q2 		$322K Sell
3,091
-132
-4% -$14.1K 0.05% 239
2016
Q1 		$407K Sell
3,223
-548
-15% -$63.8K 0.07% 188
2015
Q4 		$455K Buy
+3,771
New +$480K 0.08% 170

Other funds holding SRCL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SRCL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Stericycle Inc (SRCL) in Q2 2019, closing a stake of 800 shares — an estimated $44K sold.

Wealthspire Advisors (Maryland) first reported a position in SRCL in Q4 2015 and held it in 14 quarters. The position peaked at $455K in Q4 2015. 363 funds tracked by Wall St. Rank hold SRCL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Stericycle Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 800 Stericycle Inc shares in Q2 2019, an estimated $44K.
  • Wealthspire Advisors (Maryland) first reported a position in Stericycle Inc in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Stericycle Inc position peaked at $455K in Q4 2015.
  • 363 funds tracked by Wall St. Rank held Stericycle Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.