UA
SCS

Unison Advisors’s Steelcase SCS Stock Holding History

Unison Advisors’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
-45,451
Closed -$383K – 198
2023
Q1 		$383K Buy
45,451
+726
+2% +$5.57K 0.04% 155
2022
Q4 		$321K Buy
44,725
+683
+2% +$5.05K 0.04% 164
2022
Q3 		$287K Buy
44,042
+11,235
+34% +$120K 0.05% 167
2022
Q2 		$352K Buy
32,807
+393
+1% +$4.55K 0.09% 131
2022
Q1 		$387K Buy
32,414
+391
+1% +$4.73K 0.09% 129
2021
Q4 		$380K Buy
32,023
+356
+1% +$4.29K 0.09% 136
2021
Q3 		$402K Buy
31,667
+211
+0.7% +$2.91K 0.1% 125
2021
Q2 		$475K Buy
31,456
+214
+0.7% +$3.08K 0.09% 107
2021
Q1 		$449K Hold
31,242
– – 0.09% 108
2020
Q4 		$427K Buy
+31,242
New +$383K 0.1% 91

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

Unison Advisors's SCS Position: Q2 2023 in Review

Unison Advisors sold out of Steelcase (SCS) in Q2 2023, closing a stake of 45,451 shares — an estimated $383K sold.

Unison Advisors first reported a position in SCS in Q4 2020 and held it in 10 quarters. The position peaked at $475K in Q2 2021. 186 funds tracked by Wall St. Rank hold SCS as of Q2 2023.

  • Unison Advisors reported no remaining Steelcase position as of Q2 2023 after selling out during the quarter.
  • Unison Advisors sold 45,451 Steelcase shares in Q2 2023, an estimated $383K.
  • Unison Advisors first reported a position in Steelcase in Q4 2020 and held it in 10 quarters.
  • Unison Advisors's Steelcase position peaked at $475K in Q2 2021.
  • 186 funds tracked by Wall St. Rank held Steelcase as of Q2 2023.

Based on Unison Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.