SFS
SCS

Sowell Financial Services’s Steelcase SCS Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-3,640
Closed -$51K – 2317
2021
Q1 		$51K Buy
3,640
+620
+21% +$8.78K ﹤0.01% 1654
2020
Q4 		$41K Buy
3,020
+830
+38% +$10.2K ﹤0.01% 1472
2020
Q3 		$22K Buy
2,190
+527
+32% +$5.67K ﹤0.01% 1521
2020
Q2 		$20K Buy
1,663
+125
+8% +$1.37K ﹤0.01% 1467
2020
Q1 		$15K Buy
1,538
+993
+182% +$16.4K ﹤0.01% 1486
2019
Q4 		$11K Buy
+545
New +$10.1K ﹤0.01% 1660

Other funds holding SCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's SCS Position: Q2 2021 in Review

Sowell Financial Services sold out of Steelcase (SCS) in Q2 2021, closing a stake of 3,640 shares — an estimated $51K sold.

Sowell Financial Services first reported a position in SCS in Q4 2019 and held it in 6 quarters. The position peaked at $51K in Q1 2021. 192 funds tracked by Wall St. Rank hold SCS as of Q2 2021.

  • Sowell Financial Services reported no remaining Steelcase position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,640 Steelcase shares in Q2 2021, an estimated $51K.
  • Sowell Financial Services first reported a position in Steelcase in Q4 2019 and held it in 6 quarters.
  • Sowell Financial Services's Steelcase position peaked at $51K in Q1 2021.
  • 192 funds tracked by Wall St. Rank held Steelcase as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.