AIM
SCL icon

Assured Investment Management’s Stepan Co SCL Stock Holding History

Assured 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
Q2 		– Sell
-5,796
Closed -$507K – 693
2019
Q1 		$507K Sell
5,796
-1,907
-25% -$165K 0.01% 578
2018
Q4 		$570K Sell
7,703
-3,669
-32% -$299K 0.02% 611
2018
Q3 		$989K Sell
11,372
-4,387
-28% -$378K 0.02% 571
2018
Q2 		$1.23M Sell
15,759
-5,064
-24% -$387K 0.02% 499
2018
Q1 		$1.73M Buy
+20,823
New +$1.65M 0.04% 382

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Assured Investment Management's SCL Position: Q2 2019 in Review

Assured Investment Management sold out of Stepan Co (SCL) in Q2 2019, closing a stake of 5,796 shares — an estimated $507K sold.

Assured Investment Management first reported a position in SCL in Q1 2018 and held it in 5 quarters. The position peaked at $1.73M in Q1 2018. 189 funds tracked by Wall St. Rank hold SCL as of Q2 2019.

  • Assured Investment Management reported no remaining Stepan Co position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 5,796 Stepan Co shares in Q2 2019, an estimated $507K.
  • Assured Investment Management first reported a position in Stepan Co in Q1 2018 and held it in 5 quarters.
  • Assured Investment Management's Stepan Co position peaked at $1.73M in Q1 2018.
  • 189 funds tracked by Wall St. Rank held Stepan Co as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.