Corient Private Wealth
SCS

Corient Private Wealth’s Steelcase SCS Stock Holding History

Corient Private Wealth’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
Q4 		– Sell
-10,965
Closed -$122K – 2335
2023
Q3 		$122K Buy
10,965
+738
+7% +$6.46K ﹤0.01% 1996
2023
Q2 		$78.8K Buy
+10,227
New +$77.3K ﹤0.01% 1993

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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Corient Private Wealth's SCS Position: Q4 2023 in Review

Corient Private Wealth sold out of Steelcase (SCS) in Q4 2023, closing a stake of 10,965 shares — an estimated $122K sold.

Corient Private Wealth first reported a position in SCS in Q2 2023 and held it in 2 quarters. The position peaked at $122K in Q3 2023. 217 funds tracked by Wall St. Rank hold SCS as of Q4 2023.

  • Corient Private Wealth reported no remaining Steelcase position as of Q4 2023 after selling out during the quarter.
  • Corient Private Wealth sold 10,965 Steelcase shares in Q4 2023, an estimated $122K.
  • Corient Private Wealth first reported a position in Steelcase in Q2 2023 and held it in 2 quarters.
  • Corient Private Wealth's Steelcase position peaked at $122K in Q3 2023.
  • 217 funds tracked by Wall St. Rank held Steelcase as of Q4 2023.

Based on Corient Private Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.