Guardian Capital (Canada)’s Steelcase SCS Stock Holding History

Guardian Capital (Canada)’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
2024 Q1	–	Sell	-11,075	Closed	-$150K	–	159
2023 Q4	$150K	Buy	+11,075	New	+$131K	0.01%	153

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Guardian Capital (Canada)'s SCS Position: Q1 2024 in Review

Guardian Capital (Canada) sold out of Steelcase (SCS) in Q1 2024, closing a stake of 11,075 shares — an estimated $150K sold.

Guardian Capital (Canada) first reported a position in SCS in Q4 2023 and held it in 1 quarter. The position peaked at $150K in Q4 2023. 226 funds tracked by Wall St. Rank hold SCS as of Q1 2024.

Guardian Capital (Canada) reported no remaining Steelcase position as of Q1 2024 after selling out during the quarter.
Guardian Capital (Canada) sold 11,075 Steelcase shares in Q1 2024, an estimated $150K.
Guardian Capital (Canada) first reported a position in Steelcase in Q4 2023 and held it in 1 quarter.
Guardian Capital (Canada)'s Steelcase position peaked at $150K in Q4 2023.
226 funds tracked by Wall St. Rank held Steelcase as of Q1 2024.

Based on Guardian Capital (Canada)'s 13F filing for Q1 2024, filed 14 May 2024.