Smith Graham & Co Investment Advisors’s Scansource SCSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$12.1M Sell
304,422
-1,825
-0.6% -$61.4K 1.39% 10
2023
Q3
$9.28M Sell
306,247
-2,884
-0.9% -$86.5K 1.15% 14
2023
Q2
$9.14M Sell
309,131
-13,626
-4% -$394K 1.11% 20
2023
Q1
$9.82M Sell
322,757
-1,018
-0.3% -$31.6K 1.19% 13
2022
Q4
$9.46M Sell
323,775
-1,082
-0.3% -$32.1K 1.16% 15
2022
Q3
$8.58M Buy
324,857
+24,459
+8% +$739K 1.14% 16
2022
Q2
$9.35M Sell
300,398
-3,004
-1% -$105K 1.15% 17
2022
Q1
$10.6M Sell
303,402
-1,968
-0.6% -$65K 1.1% 17
2021
Q4
$10.7M Sell
305,370
-20,697
-6% -$730K 1.07% 20
2021
Q3
$11.3M Sell
326,067
-28,095
-8% -$863K 1.14% 15
2021
Q2
$9.96M Buy
354,162
+56,474
+19% +$1.68M 0.88% 38
2021
Q1
$8.92M Sell
297,688
-12,941
-4% -$375K 0.72% 53
2020
Q4
$8.19M Buy
310,629
+29,951
+11% +$719K 0.75% 53
2020
Q3
$5.57M Buy
280,678
+32,049
+13% +$727K 0.63% 69
2020
Q2
$5.99M Buy
248,629
+11,970
+5% +$283K 0.73% 60
2020
Q1
$5.06M Sell
236,659
-24,057
-9% -$702K 0.79% 51
2019
Q4
$9.63M Sell
260,716
-6,880
-3% -$234K 0.94% 33
2019
Q3
$8.18M Sell
267,596
-761
-0.3% -$23.7K 0.87% 37
2019
Q2
$8.74M Buy
268,357
+24,040
+10% +$817K 0.94% 28
2019
Q1
$8.75M Sell
244,317
-2,670
-1% -$99.8K 0.96% 25
2018
Q4
$8.49M Sell
246,987
-12,750
-5% -$480K 1.04% 19
2018
Q3
$10.4M Buy
259,737
+8,898
+4% +$364K 0.98% 24
2018
Q2
$10.1M Sell
250,839
-800
-0.3% -$30.2K 0.95% 24
2018
Q1
$8.95M Buy
251,639
+33,000
+15% +$1.13M 0.86% 40
2017
Q4
$7.83M Buy
218,639
+50,361
+30% +$1.97M 0.74% 58
2017
Q3
$7.34M Sell
168,278
-1,710
-1% -$67.2K 0.77% 52
2017
Q2
$6.85M Sell
169,988
-9,220
-5% -$358K 0.74% 58
2017
Q1
$7.03M Sell
179,208
-6,432
-3% -$262K 0.75% 58
2016
Q4
$7.49M Buy
185,640
+27,220
+17% +$1.01M 0.81% 53
2016
Q3
$5.78M Buy
158,420
+17,791
+13% +$693K 0.74% 60
2016
Q2
$5.22M Sell
140,629
-9,010
-6% -$354K 0.72% 60
2016
Q1
$6.04M Buy
+149,639
New +$5.22M 0.79% 51

Other funds holding SCSC

Smith Graham & Co Investment Advisors's SCSC Position: Q4 2023 in Review

Smith Graham & Co Investment Advisors reduced its Scansource (SCSC) stake by 0.6% in Q4 2023, selling an estimated $61.4K and leaving 304,422 shares worth $12.1M. The position accounts for 1.39% of the portfolio, ranked #10.

Smith Graham & Co Investment Advisors first reported a position in SCSC in Q1 2016 and has held it in 32 quarters since. 165 funds tracked by Wall St. Rank hold SCSC as of Q4 2023.

  • Smith Graham & Co Investment Advisors held 304,422 shares of Scansource worth $12.1M as of Q4 2023.
  • Smith Graham & Co Investment Advisors sold 1,825 Scansource shares in Q4 2023, an estimated $61.4K.
  • Scansource made up 1.39% of Smith Graham & Co Investment Advisors's portfolio in Q4 2023, its #10 holding.
  • Smith Graham & Co Investment Advisors first reported a position in Scansource in Q1 2016 and has held it in 32 quarters since.
  • 165 funds tracked by Wall St. Rank held Scansource as of Q4 2023.

Based on Smith Graham & Co Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.