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First Trust Direct Indexing’s Stepan Co SCL Stock Holding History

First Trust Direct Indexing’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
Q1 		– Sell
-882
Closed -$105K – 883
2020
Q4 		$105K Buy
+882
New +$104K 0.03% 484

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Direct Indexing's SCL Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Stepan Co (SCL) in Q1 2021, closing a stake of 882 shares — an estimated $105K sold.

First Trust Direct Indexing first reported a position in SCL in Q4 2020 and held it in 1 quarter. The position peaked at $105K in Q4 2020. 215 funds tracked by Wall St. Rank hold SCL as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Stepan Co position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 882 Stepan Co shares in Q1 2021, an estimated $105K.
  • First Trust Direct Indexing first reported a position in Stepan Co in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Stepan Co position peaked at $105K in Q4 2020.
  • 215 funds tracked by Wall St. Rank held Stepan Co as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.