EI
SCS

Ellevest Inc’s Steelcase SCS Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-122
Closed -$1.03K – 1393
2023
Q1 		$1.03K Buy
+122
New +$936 ﹤0.01% 1574
2022
Q3 		– Sell
-71
Closed -$1K – 1830
2022
Q2 		$1K Hold
71
– – ﹤0.01% 1312
2022
Q1 		$1K Hold
71
– – ﹤0.01% 1334
2021
Q4 		$1K Buy
71
+38
+115% +$458 ﹤0.01% 1323
2021
Q3 		$0 Buy
+33
New +$455 ﹤0.01% 1552

Other funds holding SCS

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ellevest Inc's SCS Position: Q2 2023 in Review

Ellevest Inc sold out of Steelcase (SCS) in Q2 2023, closing a stake of 122 shares — an estimated $1.03K sold.

Ellevest Inc first reported a position in SCS in Q3 2021 and held it in 5 quarters. The position peaked at $1.03K in Q1 2023. 186 funds tracked by Wall St. Rank hold SCS as of Q2 2023.

  • Ellevest Inc reported no remaining Steelcase position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 122 Steelcase shares in Q2 2023, an estimated $1.03K.
  • Ellevest Inc first reported a position in Steelcase in Q3 2021 and held it in 5 quarters.
  • Ellevest Inc's Steelcase position peaked at $1.03K in Q1 2023.
  • 186 funds tracked by Wall St. Rank held Steelcase as of Q2 2023.

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