Contravisory Investment Management’s Stepan Co SCL Stock Holding History

Contravisory 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
2021 Q4	–	Sell	-1,834	Closed	-$207K	–	309
2021 Q3	$207K	Hold	1,834	–	–	0.06%	172
2021 Q2	$221K	Hold	1,834	–	–	0.07%	169
2021 Q1	$233K	Hold	1,834	–	–	0.07%	159
2020 Q4	$219K	Sell	1,834 -66	-3%	-$7.77K	0.07%	151
2020 Q3	$207K	Hold	1,900	–	–	0.07%	147
2020 Q2	$183K	Hold	1,900	–	–	0.07%	154
2020 Q1	$168K	Buy	1,900 +149	+9%	+$14.2K	0.07%	140
2019 Q4	$179K	Buy	1,751 +49	+3%	+$4.78K	0.07%	148
2019 Q3	$165K	Buy	1,702 +55	+3%	+$5.22K	0.06%	146
2019 Q2	$151K	Buy	+1,647	New	+$147K	0.06%	150
2017 Q4	–	Sell	-3,109	Closed	-$260K	–	515
2017 Q3	$260K	Sell	3,109 -55	-2%	-$4.52K	0.09%	116
2017 Q2	$276K	Hold	3,164	–	–	0.1%	84
2017 Q1	$249K	Hold	3,164	–	–	0.09%	82
2016 Q4	$258K	Hold	3,164	–	–	0.09%	53
2016 Q3	$230K	Hold	3,164	–	–	0.07%	53
2016 Q2	$188K	Hold	3,164	–	–	0.06%	60
2016 Q1	$175K	Sell	3,164 -850	-21%	-$40.9K	0.05%	65
2015 Q4	$199K	Buy	+4,014	New	+$201K	0.05%	73

Other funds holding SCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Contravisory Investment Management's SCL Position: Q4 2021 in Review

Contravisory Investment Management sold out of Stepan Co (SCL) in Q4 2021, closing a stake of 1,834 shares — an estimated $207K sold.

Contravisory Investment Management first reported a position in SCL in Q4 2015 and held it in 18 quarters. The position peaked at $276K in Q2 2017. 211 funds tracked by Wall St. Rank hold SCL as of Q4 2021.

Contravisory Investment Management reported no remaining Stepan Co position as of Q4 2021 after selling out during the quarter.
Contravisory Investment Management sold 1,834 Stepan Co shares in Q4 2021, an estimated $207K.
Contravisory Investment Management first reported a position in Stepan Co in Q4 2015 and held it in 18 quarters.
Contravisory Investment Management's Stepan Co position peaked at $276K in Q2 2017.
211 funds tracked by Wall St. Rank held Stepan Co as of Q4 2021.

Based on Contravisory Investment Management's 13F filing for Q4 2021, filed 12 Jan 2022.