RWM
SCS

Ritholtz Wealth Management’s Steelcase SCS Stock Holding History

Ritholtz Wealth 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
2025
Q1 		– Sell
-43,485
Closed -$514K – 964
2024
Q4 		$514K Sell
43,485
-24,287
-36% -$312K 0.02% 555
2024
Q3 		$914K Sell
67,772
-1,255
-2% -$16.8K 0.03% 393
2024
Q2 		$895K Buy
69,027
+9,162
+15% +$117K 0.03% 371
2024
Q1 		$783K Buy
59,865
+32,290
+117% +$415K 0.03% 418
2023
Q4 		$373K Buy
+27,575
New +$327K 0.01% 553

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
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ritholtz Wealth Management's SCS Position: Q1 2025 in Review

Ritholtz Wealth Management sold out of Steelcase (SCS) in Q1 2025, closing a stake of 43,485 shares — an estimated $514K sold.

Ritholtz Wealth Management first reported a position in SCS in Q4 2023 and held it in 5 quarters. The position peaked at $914K in Q3 2024. 233 funds tracked by Wall St. Rank hold SCS as of Q1 2025.

  • Ritholtz Wealth Management reported no remaining Steelcase position as of Q1 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 43,485 Steelcase shares in Q1 2025, an estimated $514K.
  • Ritholtz Wealth Management first reported a position in Steelcase in Q4 2023 and held it in 5 quarters.
  • Ritholtz Wealth Management's Steelcase position peaked at $914K in Q3 2024.
  • 233 funds tracked by Wall St. Rank held Steelcase as of Q1 2025.

Based on Ritholtz Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.