Well Done LLC’s Steelcase SCS Stock Holding History

Well Done LLC’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 Q4	–	Sell	-12,210	Closed	-$136K	–	185
2023 Q3	$136K	Hold	12,210	–	–	0.03%	159
2023 Q2	$94.1K	Hold	12,210	–	–	0.02%	168
2023 Q1	$103K	Buy	+12,210	New	+$93.7K	0.02%	175

Other funds holding SCS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Well Done LLC's SCS Position: Q4 2023 in Review

Well Done LLC sold out of Steelcase (SCS) in Q4 2023, closing a stake of 12,210 shares — an estimated $136K sold.

Well Done LLC first reported a position in SCS in Q1 2023 and held it in 3 quarters. The position peaked at $136K in Q3 2023. 217 funds tracked by Wall St. Rank hold SCS as of Q4 2023.

Well Done LLC reported no remaining Steelcase position as of Q4 2023 after selling out during the quarter.
Well Done LLC sold 12,210 Steelcase shares in Q4 2023, an estimated $136K.
Well Done LLC first reported a position in Steelcase in Q1 2023 and held it in 3 quarters.
Well Done LLC's Steelcase position peaked at $136K in Q3 2023.
217 funds tracked by Wall St. Rank held Steelcase as of Q4 2023.

Based on Well Done LLC's 13F filing for Q4 2023, filed 18 Jan 2024.