GWM
SCS

Gitterman Wealth Management’s Steelcase SCS Stock Holding History

Gitterman Wealth Management’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
Q1 		– Sell
-18,902
Closed -$134K – 109
2022
Q4 		$134K Sell
18,902
-917
-5% -$6.78K 0.07% 73
2022
Q3 		$131K Buy
19,819
+2,228
+13% +$23.8K 0.14% 63
2022
Q2 		$188K Sell
17,591
-1,318
-7% -$15.2K 0.18% 66
2022
Q1 		$227K Buy
18,909
+5,523
+41% +$66.8K 0.18% 76
2021
Q4 		$158K Buy
13,386
+2,564
+24% +$30.9K 0.12% 88
2021
Q3 		$137K Buy
+10,822
New +$149K 0.11% 70

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gitterman Wealth Management's SCS Position: Q1 2023 in Review

Gitterman Wealth Management sold out of Steelcase (SCS) in Q1 2023, closing a stake of 18,902 shares — an estimated $134K sold.

Gitterman Wealth Management first reported a position in SCS in Q3 2021 and held it in 6 quarters. The position peaked at $227K in Q1 2022. 188 funds tracked by Wall St. Rank hold SCS as of Q1 2023.

  • Gitterman Wealth Management reported no remaining Steelcase position as of Q1 2023 after selling out during the quarter.
  • Gitterman Wealth Management sold 18,902 Steelcase shares in Q1 2023, an estimated $134K.
  • Gitterman Wealth Management first reported a position in Steelcase in Q3 2021 and held it in 6 quarters.
  • Gitterman Wealth Management's Steelcase position peaked at $227K in Q1 2022.
  • 188 funds tracked by Wall St. Rank held Steelcase as of Q1 2023.

Based on Gitterman Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.