Elkfork Partners’s Stepan Co SCL Stock Holding History

Elkfork 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 Q3	$263K	Hold	2,706	–	–	0.01%	755
2019 Q2	$249K	Hold	2,706	–	–	0.01%	768
2019 Q1	$237K	Hold	2,706	–	–	0.01%	765
2018 Q4	$200K	Hold	2,706	–	–	0.01%	771
2018 Q3	$236K	Buy	2,706 +396	+17%	+$34.1K	0.01%	811
2018 Q2	$180K	Hold	2,310	–	–	﹤0.01%	822
2018 Q1	$192K	Hold	2,310	–	–	0.01%	806
2017 Q4	$182K	Buy	2,310 +484	+27%	+$39.7K	﹤0.01%	813
2017 Q3	$153K	Buy	1,826 +264	+17%	+$21.7K	﹤0.01%	803
2017 Q2	$136K	Buy	1,562 +330	+27%	+$27.7K	﹤0.01%	787
2017 Q1	$97K	Buy	1,232 +22	+2%	+$1.72K	﹤0.01%	759
2016 Q4	$99K	Buy	+1,210	New	+$93.4K	﹤0.01%	742

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

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

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

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

Elkfork Partners's SCL Position: Q3 2019 in Review

Elkfork Partners held its Stepan Co (SCL) position steady in Q3 2019 at 2,706 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #755.

Elkfork Partners first reported a position in SCL in Q4 2016 and has held it in 12 quarters since. 195 funds tracked by Wall St. Rank hold SCL as of Q3 2019.

Elkfork Partners held 2,706 shares of Stepan Co worth $263K as of Q3 2019.
Elkfork Partners left its Stepan Co share count unchanged in Q3 2019.
Stepan Co made up 0.01% of Elkfork Partners's portfolio in Q3 2019, its #755 holding.
Elkfork Partners first reported a position in Stepan Co in Q4 2016 and has held it in 12 quarters since.
195 funds tracked by Wall St. Rank held Stepan Co as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.