Baker Avenue Asset Management’s Steelcase SCS Stock Holding History

Baker Avenue Asset Management’s Portfolio SCS Stock Details SCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-54	Closed	-$455	–	1738
2023 Q1	$455	Buy	+54	New	+$414	﹤0.01%	1477

Other funds holding SCS

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baker Avenue Asset Management's SCS Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of Steelcase (SCS) in Q2 2023, closing a stake of 54 shares — an estimated $455 sold.

Baker Avenue Asset Management first reported a position in SCS in Q1 2023 and held it in 1 quarter. The position peaked at $455 in Q1 2023. 186 funds tracked by Wall St. Rank hold SCS as of Q2 2023.

Baker Avenue Asset Management reported no remaining Steelcase position as of Q2 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 54 Steelcase shares in Q2 2023, an estimated $455.
Baker Avenue Asset Management first reported a position in Steelcase in Q1 2023 and held it in 1 quarter.
Baker Avenue Asset Management's Steelcase position peaked at $455 in Q1 2023.
186 funds tracked by Wall St. Rank held Steelcase as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.