Evergreen Capital Management’s Stepan Co SCL Stock Holding History

Evergreen Capital 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 Q1	–	Sell	-3,775	Closed	-$387K	–	479
2019 Q4	$387K	Hold	3,775	–	–	0.03%	295
2019 Q3	$366K	Hold	3,775	–	–	0.03%	271
2019 Q2	$347K	Buy	3,775 +64	+2%	+$5.71K	0.03%	287
2019 Q1	$325K	Buy	3,711 +29	+0.8%	+$2.52K	0.03%	271
2018 Q4	$272K	Buy	3,682 +15	+0.4%	+$1.22K	0.03%	287
2018 Q3	$319K	Hold	3,667	–	–	0.03%	279
2018 Q2	$286K	Sell	3,667 -146	-4%	-$11.1K	0.03%	286
2018 Q1	$317K	Buy	+3,813	New	+$302K	0.03%	253

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

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

Evergreen Capital Management's SCL Position: Q1 2020 in Review

Evergreen Capital Management sold out of Stepan Co (SCL) in Q1 2020, closing a stake of 3,775 shares — an estimated $387K sold.

Evergreen Capital Management first reported a position in SCL in Q1 2018 and held it in 8 quarters. The position peaked at $387K in Q4 2019. 174 funds tracked by Wall St. Rank hold SCL as of Q1 2020.

Evergreen Capital Management reported no remaining Stepan Co position as of Q1 2020 after selling out during the quarter.
Evergreen Capital Management sold 3,775 Stepan Co shares in Q1 2020, an estimated $387K.
Evergreen Capital Management first reported a position in Stepan Co in Q1 2018 and held it in 8 quarters.
Evergreen Capital Management's Stepan Co position peaked at $387K in Q4 2019.
174 funds tracked by Wall St. Rank held Stepan Co as of Q1 2020.

Based on Evergreen Capital Management's 13F filing for Q1 2020, filed 15 May 2020.