HGERS
SCS

Householder Group Estate & Retirement Specialist’s Steelcase SCS Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$5K Hold
500
– – ﹤0.01% 430
2024
Q3 		$6K Hold
500
– – ﹤0.01% 908
2024
Q2 		$6K Hold
500
– – ﹤0.01% 919
2024
Q1 		$6.54K Hold
500
– – ﹤0.01% 891
2023
Q4 		$6K Hold
500
– – ﹤0.01% 871
2023
Q3 		$5.58K Buy
+500
New +$4.38K ﹤0.01% 916
2023
Q1 		$4K Buy
+500
New +$3.84K ﹤0.01% 1007
2022
Q4 		– Sell
-500
Closed -$3K – 975
2022
Q3 		$3K Buy
+500
New +$5.34K ﹤0.01% 936

Other funds holding SCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SCS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Steelcase (SCS) position steady in Q4 2024 at 500 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Householder Group Estate & Retirement Specialist first reported a position in SCS in Q3 2022 and has held it in 8 quarters since. The position peaked at $6.54K in Q1 2024. 229 funds tracked by Wall St. Rank hold SCS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 500 shares of Steelcase worth $5K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Steelcase share count unchanged in Q4 2024.
  • Steelcase made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #430 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Steelcase in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Steelcase position peaked at $6.54K in Q1 2024.
  • 229 funds tracked by Wall St. Rank held Steelcase as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.