Orion Portfolio Solutions’s Steelcase SCS Stock Holding History

Orion Portfolio Solutions’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
2020 Q2	–	Sell	-83	Closed	-$1K	–	2430
2020 Q1	$1K	Hold	83	–	–	﹤0.01%	1799
2019 Q4	$2K	Buy	+83	New	+$1.54K	﹤0.01%	1551

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Orion Portfolio Solutions's SCS Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of Steelcase (SCS) in Q2 2020, closing a stake of 83 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in SCS in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 215 funds tracked by Wall St. Rank hold SCS as of Q2 2020.

Orion Portfolio Solutions reported no remaining Steelcase position as of Q2 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 83 Steelcase shares in Q2 2020, an estimated $1K.
Orion Portfolio Solutions first reported a position in Steelcase in Q4 2019 and held it in 2 quarters.
Orion Portfolio Solutions's Steelcase position peaked at $2K in Q4 2019.
215 funds tracked by Wall St. Rank held Steelcase as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.