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Advantage Investment Management’s Stepan Co SCL Stock Holding History

Advantage Investment Management’s Portfolio SCL Stock Details SCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$5K Hold
50
– – ﹤0.01% 771
2019
Q2 		$5K Hold
50
– – ﹤0.01% 774
2019
Q1 		$4K Sell
50
-7
-12% -$607 ﹤0.01% 805
2018
Q4 		$4K Hold
57
– – ﹤0.01% 820
2018
Q3 		$5K Buy
+57
New +$4.91K ﹤0.01% 852

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advantage Investment Management's SCL Position: Q3 2019 in Review

Advantage Investment Management held its Stepan Co (SCL) position steady in Q3 2019 at 50 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Advantage Investment Management first reported a position in SCL in Q3 2018 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold SCL as of Q3 2019.

  • Advantage Investment Management held 50 shares of Stepan Co worth $5K as of Q3 2019.
  • Advantage Investment Management left its Stepan Co share count unchanged in Q3 2019.
  • Stepan Co made up ﹤0.01% of Advantage Investment Management's portfolio in Q3 2019, its #771 holding.
  • Advantage Investment Management first reported a position in Stepan Co in Q3 2018 and has held it in 5 quarters since.
  • 195 funds tracked by Wall St. Rank held Stepan Co as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.