PLU
SCS

Performa Ltd (US)’s Steelcase SCS Stock Holding History

Performa Ltd (US)’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
Q4 		– Sell
-320
Closed -$3.57K – 68
2023
Q3 		$3.57K Sell
320
-830
-72% -$7.26K ﹤0.01% 59
2023
Q2 		$8.87K Buy
1,150
+150
+15% +$1.13K ﹤0.01% 42
2023
Q1 		$8.42K Sell
1,000
-1,000
-50% -$7.68K ﹤0.01% 40
2022
Q4 		$14.1K Buy
2,000
+800
+67% +$5.91K 0.01% 38
2022
Q3 		$8K Buy
1,200
+1,125
+1,500% +$12K 0.01% 41
2022
Q2 		$1K Buy
75
+50
+200% +$578 ﹤0.01% 64
2022
Q1 		$0 Sell
25
-425
-94% -$5.14K ﹤0.01% 69
2021
Q4 		$5K Buy
450
+350
+350% +$4.22K ﹤0.01% 36
2021
Q3 		$1K Hold
100
– – ﹤0.01% 58
2021
Q2 		$2K Hold
100
– – ﹤0.01% 39
2021
Q1 		$1K Buy
100
+50
+100% +$708 ﹤0.01% 36
2020
Q4 		$1K Buy
+50
New +$612 ﹤0.01% 35

Other funds holding SCS

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Performa Ltd (US)'s SCS Position: Q4 2023 in Review

Performa Ltd (US) sold out of Steelcase (SCS) in Q4 2023, closing a stake of 320 shares — an estimated $3.57K sold.

Performa Ltd (US) first reported a position in SCS in Q4 2020 and held it in 12 quarters. The position peaked at $14.1K in Q4 2022. 217 funds tracked by Wall St. Rank hold SCS as of Q4 2023.

  • Performa Ltd (US) reported no remaining Steelcase position as of Q4 2023 after selling out during the quarter.
  • Performa Ltd (US) sold 320 Steelcase shares in Q4 2023, an estimated $3.57K.
  • Performa Ltd (US) first reported a position in Steelcase in Q4 2020 and held it in 12 quarters.
  • Performa Ltd (US)'s Steelcase position peaked at $14.1K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held Steelcase as of Q4 2023.

Based on Performa Ltd (US)'s 13F filing for Q4 2023, filed 6 Feb 2024.