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Gerstein Fisher’s Stepan Co SCL Stock Holding History

Gerstein Fisher’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
Q3 		– Sell
-17,222
Closed -$910K – 395
2014
Q2 		$910K Hold
17,222
– – 0.17% 113
2014
Q1 		$1.11M Sell
17,222
-17,222
-50% -$1.08M 0.22% 84
2013
Q4 		$12.4M Buy
34,444
+17,222
+100% +$1.05M 0.46% 61
2013
Q3 		$994K Hold
17,222
– – 0.22% 90
2013
Q2 		$958K Buy
+17,222
New +$973K 0.23% 84

Other funds holding SCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gerstein Fisher's SCL Position: Q3 2014 in Review

Gerstein Fisher sold out of Stepan Co (SCL) in Q3 2014, closing a stake of 17,222 shares — an estimated $910K sold.

Gerstein Fisher first reported a position in SCL in Q2 2013 and held it in 5 quarters. The position peaked at $12.4M in Q4 2013. 148 funds tracked by Wall St. Rank hold SCL as of Q3 2014.

  • Gerstein Fisher reported no remaining Stepan Co position as of Q3 2014 after selling out during the quarter.
  • Gerstein Fisher sold 17,222 Stepan Co shares in Q3 2014, an estimated $910K.
  • Gerstein Fisher first reported a position in Stepan Co in Q2 2013 and held it in 5 quarters.
  • Gerstein Fisher's Stepan Co position peaked at $12.4M in Q4 2013.
  • 148 funds tracked by Wall St. Rank held Stepan Co as of Q3 2014.

Based on Gerstein Fisher's 13F filing for Q3 2014, filed 12 Nov 2014.