Convergence Investment Partners’s Stepan Co SCL Stock Holding History

Convergence Investment Partners’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 Q4	–	Sell	-1,159	Closed	-$112K	–	304
2019 Q3	$112K	Buy	+1,159	New	+$110K	0.03%	285
2018 Q2	–	Sell	-21,453	Closed	-$1.78M	–	790
2018 Q1	$1.78M	Buy	+21,453	New	+$1.7M	0.23%	152

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Convergence Investment Partners's SCL Position: Q4 2019 in Review

Convergence Investment Partners sold out of Stepan Co (SCL) in Q4 2019, closing a stake of 1,159 shares — an estimated $112K sold.

Convergence Investment Partners first reported a position in SCL in Q1 2018 and held it in 2 quarters. The position peaked at $1.78M in Q1 2018. 194 funds tracked by Wall St. Rank hold SCL as of Q4 2019.

Convergence Investment Partners reported no remaining Stepan Co position as of Q4 2019 after selling out during the quarter.
Convergence Investment Partners sold 1,159 Stepan Co shares in Q4 2019, an estimated $112K.
Convergence Investment Partners first reported a position in Stepan Co in Q1 2018 and held it in 2 quarters.
Convergence Investment Partners's Stepan Co position peaked at $1.78M in Q1 2018.
194 funds tracked by Wall St. Rank held Stepan Co as of Q4 2019.

Based on Convergence Investment Partners's 13F filing for Q4 2019, filed 22 Jan 2020.