CIA
SCS

Concurrent Investment Advisors’s Steelcase SCS Stock Holding History

Concurrent Investment Advisors’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
2024
Q1 		– Sell
-30,480
Closed -$412K – 986
2023
Q4 		$412K Buy
+30,480
New +$362K 0.02% 541

Other funds holding SCS

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Concurrent Investment Advisors's SCS Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of Steelcase (SCS) in Q1 2024, closing a stake of 30,480 shares — an estimated $412K sold.

Concurrent Investment Advisors first reported a position in SCS in Q4 2023 and held it in 1 quarter. The position peaked at $412K in Q4 2023. 226 funds tracked by Wall St. Rank hold SCS as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining Steelcase position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 30,480 Steelcase shares in Q1 2024, an estimated $412K.
  • Concurrent Investment Advisors first reported a position in Steelcase in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's Steelcase position peaked at $412K in Q4 2023.
  • 226 funds tracked by Wall St. Rank held Steelcase as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.