Concourse Financial Group Securities’s Stepan Co SCL Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-20	Closed	-$1.91K	–	2298
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	1917
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	1567
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	2030
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	2177
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	2046
2018 Q3	$2K	Buy	+20	New	+$1.72K	﹤0.01%	1580

Other funds holding SCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Concourse Financial Group Securities's SCL Position: Q1 2020 in Review

Concourse Financial Group Securities sold out of Stepan Co (SCL) in Q1 2020, closing a stake of 20 shares — an estimated $1.91K sold.

Concourse Financial Group Securities first reported a position in SCL in Q3 2018 and held it in 6 quarters. The position peaked at $2K in Q4 2019. 173 funds tracked by Wall St. Rank hold SCL as of Q1 2020.

Concourse Financial Group Securities reported no remaining Stepan Co position as of Q1 2020 after selling out during the quarter.
Concourse Financial Group Securities sold 20 Stepan Co shares in Q1 2020, an estimated $1.91K.
Concourse Financial Group Securities first reported a position in Stepan Co in Q3 2018 and held it in 6 quarters.
Concourse Financial Group Securities's Stepan Co position peaked at $2K in Q4 2019.
173 funds tracked by Wall St. Rank held Stepan Co as of Q1 2020.

Based on Concourse Financial Group Securities's 13F filing for Q1 2020, filed 13 May 2020.