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Freedom Investment Management’s Stepan Co SCL Stock Holding History

Freedom Investment 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
2014
Q4 		– Sell
-5,722
Closed -$254K – 614
2014
Q3 		$254K Buy
5,722
+475
+9% +$23.3K 0.04% 384
2014
Q2 		$277K Buy
+5,247
New +$295K 0.05% 356

Other funds holding SCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Freedom Investment Management's SCL Position: Q4 2014 in Review

Freedom Investment Management sold out of Stepan Co (SCL) in Q4 2014, closing a stake of 5,722 shares — an estimated $254K sold.

Freedom Investment Management first reported a position in SCL in Q2 2014 and held it in 2 quarters. The position peaked at $277K in Q2 2014. 155 funds tracked by Wall St. Rank hold SCL as of Q4 2014.

  • Freedom Investment Management reported no remaining Stepan Co position as of Q4 2014 after selling out during the quarter.
  • Freedom Investment Management sold 5,722 Stepan Co shares in Q4 2014, an estimated $254K.
  • Freedom Investment Management first reported a position in Stepan Co in Q2 2014 and held it in 2 quarters.
  • Freedom Investment Management's Stepan Co position peaked at $277K in Q2 2014.
  • 155 funds tracked by Wall St. Rank held Stepan Co as of Q4 2014.

Based on Freedom Investment Management's 13F filing for Q4 2014, filed 17 Feb 2015.