Burney Company’s Steelcase SCS Stock Holding History

Burney Company’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
2025 Q4	–	Sell	-14,124	Closed	-$243K	–	634
2025 Q3	$243K	Buy	14,124 +633	+5%	+$9.14K	0.01%	540
2025 Q2	$141K	Buy	+13,491	New	+$139K	﹤0.01%	567
2020 Q4	–	Sell	-64,082	Closed	-$648K	–	545
2020 Q3	$648K	Buy	+64,082	New	+$689K	0.04%	325

Other funds holding SCS

WCP

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Burney Company's SCS Position: Q4 2025 in Review

Burney Company sold out of Steelcase (SCS) in Q4 2025, closing a stake of 14,124 shares — an estimated $243K sold.

Burney Company first reported a position in SCS in Q3 2020 and held it in 3 quarters. The position peaked at $648K in Q3 2020. 3 funds tracked by Wall St. Rank hold SCS as of Q4 2025.

Burney Company reported no remaining Steelcase position as of Q4 2025 after selling out during the quarter.
Burney Company sold 14,124 Steelcase shares in Q4 2025, an estimated $243K.
Burney Company first reported a position in Steelcase in Q3 2020 and held it in 3 quarters.
Burney Company's Steelcase position peaked at $648K in Q3 2020.
3 funds tracked by Wall St. Rank held Steelcase as of Q4 2025.

Based on Burney Company's 13F filing for Q4 2025, filed 23 Jan 2026.