MPM
SCS

Meritage Portfolio Management’s Steelcase SCS Stock Holding History

Meritage Portfolio 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
2018
Q1 		– Sell
-260,520
Closed -$3.96M – 213
2017
Q4 		$3.96M Buy
260,520
+93,955
+56% +$1.38M 0.38% 113
2017
Q3 		$2.56M Buy
+166,565
New +$2.28M 0.25% 143

Other funds holding SCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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 $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Meritage Portfolio Management's SCS Position: Q1 2018 in Review

Meritage Portfolio Management sold out of Steelcase (SCS) in Q1 2018, closing a stake of 260,520 shares — an estimated $3.96M sold.

Meritage Portfolio Management first reported a position in SCS in Q3 2017 and held it in 2 quarters. The position peaked at $3.96M in Q4 2017. 195 funds tracked by Wall St. Rank hold SCS as of Q1 2018.

  • Meritage Portfolio Management reported no remaining Steelcase position as of Q1 2018 after selling out during the quarter.
  • Meritage Portfolio Management sold 260,520 Steelcase shares in Q1 2018, an estimated $3.96M.
  • Meritage Portfolio Management first reported a position in Steelcase in Q3 2017 and held it in 2 quarters.
  • Meritage Portfolio Management's Steelcase position peaked at $3.96M in Q4 2017.
  • 195 funds tracked by Wall St. Rank held Steelcase as of Q1 2018.

Based on Meritage Portfolio Management's 13F filing for Q1 2018, filed 26 Apr 2018.