UFF
SCS

USA Financial Formulas’s Steelcase SCS Stock Holding History

USA Financial Formulas’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
2024
Q1 		– Sell
-2,042
Closed -$27.6K – 407
2023
Q4 		$27.6K Buy
+2,042
New +$24.2K ﹤0.01% 214

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

USA Financial Formulas's SCS Position: Q1 2024 in Review

USA Financial Formulas sold out of Steelcase (SCS) in Q1 2024, closing a stake of 2,042 shares — an estimated $27.6K sold.

USA Financial Formulas first reported a position in SCS in Q4 2023 and held it in 1 quarter. The position peaked at $27.6K in Q4 2023. 226 funds tracked by Wall St. Rank hold SCS as of Q1 2024.

  • USA Financial Formulas reported no remaining Steelcase position as of Q1 2024 after selling out during the quarter.
  • USA Financial Formulas sold 2,042 Steelcase shares in Q1 2024, an estimated $27.6K.
  • USA Financial Formulas first reported a position in Steelcase in Q4 2023 and held it in 1 quarter.
  • USA Financial Formulas's Steelcase position peaked at $27.6K in Q4 2023.
  • 226 funds tracked by Wall St. Rank held Steelcase as of Q1 2024.

Based on USA Financial Formulas's 13F filing for Q1 2024, filed 30 Apr 2024.