SCM
SCS

Shelton Capital Management’s Steelcase SCS Stock Holding History

Shelton Capital 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
2023
Q2 		– Sell
-120,200
Closed -$1.01M – 756
2023
Q1 		$1.01M Buy
120,200
+1,000
+0.8% +$7.68K 0.04% 240
2022
Q4 		$843K Sell
119,200
-10,000
-8% -$73.9K 0.09% 222
2022
Q3 		$842K Sell
129,200
-21,800
-14% -$233K 0.04% 254
2022
Q2 		$1.62M Hold
151,000
– – 0.07% 225
2022
Q1 		$1.8M Hold
151,000
– – 0.07% 237
2021
Q4 		$1.77M Hold
151,000
– – 0.06% 242
2021
Q3 		$1.92M Buy
151,000
+25,000
+20% +$345K 0.07% 231
2021
Q2 		$1.9M Sell
126,000
-66,000
-34% -$951K 0.07% 232
2021
Q1 		$2.76M Buy
192,000
+136,000
+243% +$1.93M 0.1% 199
2020
Q4 		$759K Hold
56,000
– – 0.03% 287
2020
Q3 		$566K Hold
56,000
– – 0.02% 419
2020
Q2 		$675K Hold
56,000
– – 0.04% 284
2020
Q1 		$553K Buy
56,000
+1,000
+2% +$16.5K 0.04% 272
2019
Q4 		$1.13M Buy
+55,000
New +$1.02M 0.06% 229
2017
Q3 		– Sell
-26,000
Closed -$364K – 871
2017
Q2 		$364K Hold
26,000
– – 0.03% 475
2017
Q1 		$436K Hold
26,000
– – 0.03% 418
2016
Q4 		$465K Hold
26,000
– – 0.04% 383
2016
Q3 		$361K Hold
26,000
– – 0.03% 503
2016
Q2 		$353K Hold
26,000
– – 0.03% 486
2016
Q1 		$388K Buy
26,000
+9,000
+53% +$120K 0.04% 453
2015
Q4 		$253K Hold
17,000
– – 0.02% 618
2015
Q3 		$313K Hold
17,000
– – 0.03% 516
2015
Q2 		$321K Buy
17,000
+5,000
+42% +$91.5K 0.03% 552
2015
Q1 		$227K Buy
+12,000
New +$217K 0.02% 726

Other funds holding SCS

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Shelton Capital Management's SCS Position: Q2 2023 in Review

Shelton Capital Management sold out of Steelcase (SCS) in Q2 2023, closing a stake of 120,200 shares — an estimated $1.01M sold.

Shelton Capital Management first reported a position in SCS in Q1 2015 and held it in 24 quarters. The position peaked at $2.76M in Q1 2021. 186 funds tracked by Wall St. Rank hold SCS as of Q2 2023.

  • Shelton Capital Management reported no remaining Steelcase position as of Q2 2023 after selling out during the quarter.
  • Shelton Capital Management sold 120,200 Steelcase shares in Q2 2023, an estimated $1.01M.
  • Shelton Capital Management first reported a position in Steelcase in Q1 2015 and held it in 24 quarters.
  • Shelton Capital Management's Steelcase position peaked at $2.76M in Q1 2021.
  • 186 funds tracked by Wall St. Rank held Steelcase as of Q2 2023.

Based on Shelton Capital Management's 13F filing for Q2 2023, filed 10 Aug 2023.