AJO LP’s Stepan Co SCL Stock Holding History

AJO LP’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
2020 Q3	–	Sell	-1,360	Closed	-$132K	–	791
2020 Q2	$132K	Buy	+1,360	New	+$128K	﹤0.01%	606
2019 Q3	–	Sell	-6,922	Closed	-$636K	–	696
2019 Q2	$636K	Buy	6,922 +1,767	+34%	+$158K	﹤0.01%	512
2019 Q1	$451K	Buy	+5,155	New	+$447K	﹤0.01%	581

Other funds holding SCL

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AJO LP's SCL Position: Q3 2020 in Review

AJO LP sold out of Stepan Co (SCL) in Q3 2020, closing a stake of 1,360 shares — an estimated $132K sold.

AJO LP first reported a position in SCL in Q1 2019 and held it in 3 quarters. The position peaked at $636K in Q2 2019. 207 funds tracked by Wall St. Rank hold SCL as of Q3 2020.

AJO LP reported no remaining Stepan Co position as of Q3 2020 after selling out during the quarter.
AJO LP sold 1,360 Stepan Co shares in Q3 2020, an estimated $132K.
AJO LP first reported a position in Stepan Co in Q1 2019 and held it in 3 quarters.
AJO LP's Stepan Co position peaked at $636K in Q2 2019.
207 funds tracked by Wall St. Rank held Stepan Co as of Q3 2020.

Based on AJO LP's 13F filing for Q3 2020, filed 10 Nov 2020.