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Ellevest Inc’s Scholastic SCHL Stock Holding History

Ellevest Inc’s Portfolio SCHL Stock Details SCHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-42
Closed -$1.44K – 1384
2023
Q1 		$1.44K Hold
42
– – ﹤0.01% 1513
2022
Q4 		$1.66K Hold
42
– – ﹤0.01% 1419
2022
Q3 		$1K Sell
42
-19
-31% -$792 ﹤0.01% 1512
2022
Q2 		$2K Buy
+61
New +$2.25K ﹤0.01% 1180
2020
Q3 		– Sell
-162
Closed -$5K – 1300
2020
Q2 		$5K Buy
+162
New +$4.67K ﹤0.01% 754
2019
Q2 		– Sell
-270
Closed -$11K – 458
2019
Q1 		$11K Hold
270
– – 0.01% 186
2018
Q4 		$11K Buy
+270
New +$11.7K 0.01% 372

Other funds holding SCHL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellevest Inc's SCHL Position: Q2 2023 in Review

Ellevest Inc sold out of Scholastic (SCHL) in Q2 2023, closing a stake of 42 shares — an estimated $1.44K sold.

Ellevest Inc first reported a position in SCHL in Q4 2018 and held it in 7 quarters. The position peaked at $11K in Q1 2019. 162 funds tracked by Wall St. Rank hold SCHL as of Q2 2023.

  • Ellevest Inc reported no remaining Scholastic position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 42 Scholastic shares in Q2 2023, an estimated $1.44K.
  • Ellevest Inc first reported a position in Scholastic in Q4 2018 and held it in 7 quarters.
  • Ellevest Inc's Scholastic position peaked at $11K in Q1 2019.
  • 162 funds tracked by Wall St. Rank held Scholastic as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.