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First Mercantile Trust’s Stepan Co SCL Stock Holding History

First Mercantile Trust’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
2021
Q3 		$62K Sell
548
-180
-25% -$20.9K 0.01% 753
2021
Q2 		$88K Sell
728
-145
-17% -$19K 0.01% 722
2021
Q1 		$111K Sell
873
-107
-11% -$13.3K 0.01% 650
2020
Q4 		$117K Sell
980
-40
-4% -$4.71K 0.01% 639
2020
Q3 		$124K Sell
1,020
-380
-27% -$41.6K 0.01% 603
2020
Q2 		$136K Sell
1,400
-10
-0.7% -$940 0.02% 541
2020
Q1 		$125K Sell
1,410
-170
-11% -$16.2K 0.02% 496
2019
Q4 		$162K Sell
1,580
-110
-7% -$10.7K 0.02% 540
2019
Q3 		$164K Buy
1,690
+20
+1% +$1.9K 0.02% 543
2019
Q2 		$153K Buy
1,670
+50
+3% +$4.46K 0.02% 532
2019
Q1 		$142K Sell
1,620
-70
-4% -$6.07K 0.03% 567
2018
Q4 		$125K Sell
1,690
-840
-33% -$68.4K 0.03% 577
2018
Q3 		$220K Buy
2,530
+290
+13% +$25K 0.04% 488
2018
Q2 		$175K Buy
+2,240
New +$171K 0.04% 545
2014
Q2 		– Sell
-740
Closed -$48K – 1249
2014
Q1 		$48K Sell
740
-40
-5% -$2.51K ﹤0.01% 1058
2013
Q4 		$51K Buy
780
+10
+1% +$610 ﹤0.01% 963
2013
Q3 		$44K Sell
770
-1,500
-66% -$86.9K ﹤0.01% 1001
2013
Q2 		$126K Buy
+2,270
New +$128K 0.01% 845

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

First Mercantile Trust's SCL Position: Q3 2021 in Review

First Mercantile Trust reduced its Stepan Co (SCL) stake by 25% in Q3 2021, selling an estimated $20.9K and leaving 548 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #753.

First Mercantile Trust first reported a position in SCL in Q2 2013 and has held it in 18 quarters since. The position peaked at $220K in Q3 2018. 203 funds tracked by Wall St. Rank hold SCL as of Q3 2021.

  • First Mercantile Trust held 548 shares of Stepan Co worth $62K as of Q3 2021.
  • First Mercantile Trust sold 180 Stepan Co shares in Q3 2021, an estimated $20.9K.
  • Stepan Co made up 0.01% of First Mercantile Trust's portfolio in Q3 2021, its #753 holding.
  • First Mercantile Trust first reported a position in Stepan Co in Q2 2013 and has held it in 18 quarters since.
  • First Mercantile Trust's Stepan Co position peaked at $220K in Q3 2018.
  • 203 funds tracked by Wall St. Rank held Stepan Co as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.