Convergence Investment Partners’s Steelcase SCS Stock Holding History

Convergence Investment Partners’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
2020 Q1	–	Sell	-11,005	Closed	-$225K	–	257
2019 Q4	$225K	Buy	+11,005	New	+$204K	0.06%	214
2018 Q2	–	Sell	-30	Closed	–	–	791
2018 Q1	$0	Buy	+30	New	+$440	﹤0.01%	1058
2016 Q2	–	Sell	-161,970	Closed	-$2.42M	–	376
2016 Q1	$2.42M	Buy	+161,970	New	+$2.15M	0.29%	121
2014 Q4	–	Sell	-92,111	Closed	-$1.49M	–	420
2014 Q3	$1.49M	Buy	92,111 +55,876	+154%	+$875K	0.2%	163
2014 Q2	$548K	Buy	+36,235	New	+$597K	0.07%	294

Other funds holding SCS

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Convergence Investment Partners's SCS Position: Q1 2020 in Review

Convergence Investment Partners sold out of Steelcase (SCS) in Q1 2020, closing a stake of 11,005 shares — an estimated $225K sold.

Convergence Investment Partners first reported a position in SCS in Q2 2014 and held it in 5 quarters. The position peaked at $2.42M in Q1 2016. 214 funds tracked by Wall St. Rank hold SCS as of Q1 2020.

Convergence Investment Partners reported no remaining Steelcase position as of Q1 2020 after selling out during the quarter.
Convergence Investment Partners sold 11,005 Steelcase shares in Q1 2020, an estimated $225K.
Convergence Investment Partners first reported a position in Steelcase in Q2 2014 and held it in 5 quarters.
Convergence Investment Partners's Steelcase position peaked at $2.42M in Q1 2016.
214 funds tracked by Wall St. Rank held Steelcase as of Q1 2020.

Based on Convergence Investment Partners's 13F filing for Q1 2020, filed 23 Apr 2020.