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
2020 Q2	–	Sell	-4	Closed	-$336	–	728
2020 Q1	$336	Buy	4 +1	+33%	+$95	﹤0.01%	627
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 $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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Financial Gravity Asset Management's SCL Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Stepan Co (SCL) in Q2 2020, closing a stake of 4 shares — an estimated $336 sold.

Financial Gravity Asset Management first reported a position in SCL in Q1 2018 and held it in 8 quarters. The position peaked at $102K in Q4 2019. 200 funds tracked by Wall St. Rank hold SCL as of Q2 2020.

Financial Gravity Asset Management reported no remaining Stepan Co position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 4 Stepan Co shares in Q2 2020, an estimated $336.
Financial Gravity Asset Management first reported a position in Stepan Co in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's Stepan Co position peaked at $102K in Q4 2019.
200 funds tracked by Wall St. Rank held Stepan Co as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.