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Aperio Group’s Stepan Co SCL Stock Holding History

Aperio 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
2020
Q4 		$1.26M Buy
10,599
+495
+5% +$58.3K ﹤0.01% 1457
2020
Q3 		$1.1M Buy
10,104
+531
+6% +$58.1K ﹤0.01% 1395
2020
Q2 		$930K Sell
9,573
-315
-3% -$29.6K ﹤0.01% 1449
2020
Q1 		$875K Sell
9,888
-1,949
-16% -$186K ﹤0.01% 1367
2019
Q4 		$1.21M Buy
11,837
+220
+2% +$21.4K ﹤0.01% 1333
2019
Q3 		$1.13M Buy
11,617
+306
+3% +$29K ﹤0.01% 1330
2019
Q2 		$1.04M Sell
11,311
-270
-2% -$24.1K ﹤0.01% 1386
2019
Q1 		$1.01M Sell
11,581
-459
-4% -$39.8K ﹤0.01% 1367
2018
Q4 		$891K Buy
12,040
+1,167
+11% +$95K ﹤0.01% 1372
2018
Q3 		$946K Buy
10,873
+377
+4% +$32.5K ﹤0.01% 1438
2018
Q2 		$819K Sell
10,496
-610
-5% -$46.6K ﹤0.01% 1502
2018
Q1 		$924K Sell
11,106
-1,532
-12% -$121K ﹤0.01% 1368
2017
Q4 		$998K Sell
12,638
-104
-0.8% -$8.54K 0.01% 1304
2017
Q3 		$1.07M Sell
12,742
-892
-7% -$73.3K 0.01% 1230
2017
Q2 		$1.19M Sell
13,634
-35
-0.3% -$2.94K 0.01% 1149
2017
Q1 		$1.08M Buy
13,669
+114
+0.8% +$8.9K 0.01% 1138
2016
Q4 		$1.1M Buy
13,555
+2,042
+18% +$158K 0.01% 1083
2016
Q3 		$837K Buy
11,513
+708
+7% +$47.6K 0.01% 1187
2016
Q2 		$643K Hold
10,805
– – 0.01% 1264
2016
Q1 		$597K Sell
10,805
-368
-3% -$17.7K 0.01% 1278
2015
Q4 		$555K Buy
11,173
+98
+0.9% +$4.91K 0.01% 1283
2015
Q3 		$461K Sell
11,075
-244
-2% -$11.4K ﹤0.01% 1344
2015
Q2 		$612K Buy
11,319
+1,068
+10% +$52.7K 0.01% 1217
2015
Q1 		$427K Buy
+10,251
New +$408K ﹤0.01% 1367
2014
Q2 		– Sell
-4,593
Closed -$297K – 1753
2014
Q1 		$297K Buy
+4,593
New +$288K ﹤0.01% 1629

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aperio Group's SCL Position: Q4 2020 in Review

Aperio Group increased its Stepan Co (SCL) stake by 4.9% in Q4 2020, buying an estimated $58.3K and bringing the position to 10,599 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Aperio Group first reported a position in SCL in Q1 2014 and has held it in 25 quarters since. 226 funds tracked by Wall St. Rank hold SCL as of Q4 2020.

  • Aperio Group held 10,599 shares of Stepan Co worth $1.26M as of Q4 2020.
  • Aperio Group bought 495 Stepan Co shares in Q4 2020, an estimated $58.3K.
  • Stepan Co made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1457 holding.
  • Aperio Group first reported a position in Stepan Co in Q1 2014 and has held it in 25 quarters since.
  • 226 funds tracked by Wall St. Rank held Stepan Co as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.