Axa
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Axa’s Stepan Co SCL Stock Holding History

Axa’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
2021
Q3 		– Sell
-10,400
Closed -$1.25M – 1312
2021
Q2 		$1.25M Hold
10,400
– – ﹤0.01% 963
2021
Q1 		$1.32M Hold
10,400
– – ﹤0.01% 924
2020
Q4 		$1.24M Hold
10,400
– – ﹤0.01% 935
2020
Q3 		$1.13M Hold
10,400
– – ﹤0.01% 919
2020
Q2 		$1.01M Buy
+10,400
New +$978K ﹤0.01% 946
2016
Q3 		– Sell
-47,200
Closed -$2.81M – 1324
2016
Q2 		$2.81M Hold
47,200
– – 0.01% 679
2016
Q1 		$2.61M Buy
47,200
+5,260
+13% +$253K 0.01% 706
2015
Q4 		$2.08M Buy
41,940
+24,949
+147% +$1.25M 0.01% 759
2015
Q3 		$707K Buy
16,991
+7,600
+81% +$354K ﹤0.01% 977
2015
Q2 		$508K Buy
+9,391
New +$463K ﹤0.01% 1082
2013
Q4 		– Sell
-800
Closed -$46K – 1423
2013
Q3 		$46K Sell
800
-10,050
-93% -$582K ﹤0.01% 1229
2013
Q2 		$603K Buy
+10,850
New +$613K ﹤0.01% 935

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Axa's SCL Position: Q3 2021 in Review

Axa sold out of Stepan Co (SCL) in Q3 2021, closing a stake of 10,400 shares — an estimated $1.25M sold.

Axa first reported a position in SCL in Q2 2013 and held it in 12 quarters. The position peaked at $2.81M in Q2 2016. 203 funds tracked by Wall St. Rank hold SCL as of Q3 2021.

  • Axa reported no remaining Stepan Co position as of Q3 2021 after selling out during the quarter.
  • Axa sold 10,400 Stepan Co shares in Q3 2021, an estimated $1.25M.
  • Axa first reported a position in Stepan Co in Q2 2013 and held it in 12 quarters.
  • Axa's Stepan Co position peaked at $2.81M in Q2 2016.
  • 203 funds tracked by Wall St. Rank held Stepan Co as of Q3 2021.

Based on Axa's 13F filing for Q3 2021, filed 15 Nov 2021.