AG
SCL icon

Advisor Group’s Stepan Co SCL Stock Holding History

Advisor Group’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
Q4 		$251K Buy
2,454
+1,582
+181% +$154K ﹤0.01% 2209
2019
Q3 		$85K Sell
872
-69
-7% -$6.55K ﹤0.01% 3014
2019
Q2 		$86K Sell
941
-152
-14% -$13.6K ﹤0.01% 2976
2019
Q1 		$96K Buy
1,093
+349
+47% +$30.3K ﹤0.01% 2898
2018
Q4 		$55K Buy
744
+62
+9% +$5.04K ﹤0.01% 3116
2018
Q3 		$59K Sell
682
-91
-12% -$7.84K ﹤0.01% 3161
2018
Q2 		$60K Sell
773
-24
-3% -$1.83K ﹤0.01% 2941
2018
Q1 		$66K Sell
797
-852
-52% -$67.5K ﹤0.01% 2870
2017
Q4 		$130K Buy
1,649
+398
+32% +$32.7K ﹤0.01% 2358
2017
Q3 		$105K Buy
1,251
+74
+6% +$6.08K ﹤0.01% 2360
2017
Q2 		$102K Buy
1,177
+965
+455% +$81.1K ﹤0.01% 2289
2017
Q1 		$16K Sell
212
-833
-80% -$65K ﹤0.01% 3502
2016
Q4 		$85K Sell
1,045
-67
-6% -$5.17K ﹤0.01% 2190
2016
Q3 		$80K Sell
1,112
-173
-13% -$11.6K ﹤0.01% 2160
2016
Q2 		$75K Buy
+1,285
New +$75.5K ﹤0.01% 2126

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 $94.2B AUM 21.24% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's SCL Position: Q4 2019 in Review

Advisor Group increased its Stepan Co (SCL) stake by 181% in Q4 2019, buying an estimated $154K and bringing the position to 2,454 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2209.

Advisor Group first reported a position in SCL in Q2 2016 and has held it in 15 quarters since. 194 funds tracked by Wall St. Rank hold SCL as of Q4 2019.

  • Advisor Group held 2,454 shares of Stepan Co worth $251K as of Q4 2019.
  • Advisor Group bought 1,582 Stepan Co shares in Q4 2019, an estimated $154K.
  • Stepan Co made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2209 holding.
  • Advisor Group first reported a position in Stepan Co in Q2 2016 and has held it in 15 quarters since.
  • 194 funds tracked by Wall St. Rank held Stepan Co as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.