VF
SCS

VitalStone Financial’s Steelcase SCS Stock Holding History

VitalStone Financial’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
Q3 		$2.01K Sell
149
-301
-67% -$4.04K ﹤0.01% 385
2024
Q2 		$5.83K Sell
450
-227
-34% -$2.89K ﹤0.01% 311
2024
Q1 		$9K Sell
677
-32,397
-98% -$416K 0.01% 286
2023
Q4 		$447K Buy
33,074
+32,773
+10,888% +$389K 0.36% 48
2023
Q3 		$3K Sell
301
-78,648
-100% -$688K ﹤0.01% 345
2023
Q2 		$670K Buy
+78,949
New +$597K 0.37% 38

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VitalStone Financial's SCS Position: Q3 2024 in Review

VitalStone Financial reduced its Steelcase (SCS) stake by 67% in Q3 2024, selling an estimated $4.04K and leaving 149 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

VitalStone Financial first reported a position in SCS in Q2 2023 and has held it in 6 quarters since. The position peaked at $670K in Q2 2023. 224 funds tracked by Wall St. Rank hold SCS as of Q3 2024.

  • VitalStone Financial held 149 shares of Steelcase worth $2.01K as of Q3 2024.
  • VitalStone Financial sold 301 Steelcase shares in Q3 2024, an estimated $4.04K.
  • Steelcase made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #385 holding.
  • VitalStone Financial first reported a position in Steelcase in Q2 2023 and has held it in 6 quarters since.
  • VitalStone Financial's Steelcase position peaked at $670K in Q2 2023.
  • 224 funds tracked by Wall St. Rank held Steelcase as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.