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Appleton Group’s Scansource SCSC Stock Holding History

Appleton Group’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$266K Buy
+8,788
New +$264K 0.93% 23

Other funds holding SCSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Appleton Group's SCSC Position: Q3 2023 in Review

Appleton Group opened a new position in Scansource (SCSC) in Q3 2023: 8,788 shares worth $266K. The stake represents 0.93% of the portfolio and ranks #23 among its holdings.

162 funds tracked by Wall St. Rank hold SCSC as of Q3 2023.

  • Appleton Group held 8,788 shares of Scansource worth $266K as of Q3 2023.
  • Scansource was a new Appleton Group position in Q3 2023.
  • Scansource made up 0.93% of Appleton Group's portfolio in Q3 2023, its #23 holding.
  • 162 funds tracked by Wall St. Rank held Scansource as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.