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Bogle Investment Management’s Stepan Co SCL Stock Holding History

Bogle 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
2020
Q3 		– Sell
-3,567
Closed -$346K – 305
2020
Q2 		$346K Buy
+3,567
New +$335K 0.06% 239
2017
Q3 		– Sell
-8,274
Closed -$720K – 342
2017
Q2 		$720K Buy
+8,274
New +$696K 0.05% 242
2016
Q3 		– Sell
-23,648
Closed -$1.41M – 431
2016
Q2 		$1.41M Buy
23,648
+17,367
+277% +$1.02M 0.1% 211
2016
Q1 		$347K Buy
+6,281
New +$302K 0.02% 351

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bogle Investment Management's SCL Position: Q3 2020 in Review

Bogle Investment Management sold out of Stepan Co (SCL) in Q3 2020, closing a stake of 3,567 shares — an estimated $346K sold.

Bogle Investment Management first reported a position in SCL in Q1 2016 and held it in 4 quarters. The position peaked at $1.41M in Q2 2016. 207 funds tracked by Wall St. Rank hold SCL as of Q3 2020.

  • Bogle Investment Management reported no remaining Stepan Co position as of Q3 2020 after selling out during the quarter.
  • Bogle Investment Management sold 3,567 Stepan Co shares in Q3 2020, an estimated $346K.
  • Bogle Investment Management first reported a position in Stepan Co in Q1 2016 and held it in 4 quarters.
  • Bogle Investment Management's Stepan Co position peaked at $1.41M in Q2 2016.
  • 207 funds tracked by Wall St. Rank held Stepan Co as of Q3 2020.

Based on Bogle Investment Management's 13F filing for Q3 2020, filed 12 Nov 2020.