Financial Gravity Asset Management’s Stepan Co SCL Stock Holding History

Financial Gravity Asset 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
2019 Q4	$102K	Sell	3 -2	-40%	-$195	0.07%	313
2019 Q3	$0	Buy	5 +1	+25%	+$95	﹤0.01%	1501
2019 Q2	$0	Sell	4 -1	-20%	-$89	﹤0.01%	1603
2019 Q1	$0	Buy	+5	New	+$434	﹤0.01%	1515
2018 Q3	$1K	Buy	10 +1	+11%	+$86	﹤0.01%	1234
2018 Q2	$1K	Hold	9	–	–	﹤0.01%	1260
2018 Q1	$1K	Buy	+9	New	+$713	﹤0.01%	1241

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Financial Gravity Asset Management's SCL Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Stepan Co (SCL) stake by 40% in Q4 2019, selling an estimated $195 and leaving 3 shares worth $102K. The position accounts for 0.07% of the portfolio, ranked #313.

Financial Gravity Asset Management first reported a position in SCL in Q1 2018 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold SCL as of Q4 2019.

Financial Gravity Asset Management held 3 shares of Stepan Co worth $102K as of Q4 2019.
Financial Gravity Asset Management sold 2 Stepan Co shares in Q4 2019, an estimated $195.
Stepan Co made up 0.07% of Financial Gravity Asset Management's portfolio in Q4 2019, its #313 holding.
Financial Gravity Asset Management first reported a position in Stepan Co in Q1 2018 and has held it in 7 quarters since.
194 funds tracked by Wall St. Rank held Stepan Co as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.