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Harvest Group Wealth Management’s Stepan Co SCL Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-19
Closed -$2K – 584
2020
Q4 		$2K Hold
19
– – ﹤0.01% 379
2020
Q3 		$2K Hold
19
– – ﹤0.01% 376
2020
Q2 		$1K Hold
19
– – ﹤0.01% 412
2020
Q1 		$1K Sell
19
-10
-34% -$955 ﹤0.01% 424
2019
Q4 		$2K Hold
29
– – ﹤0.01% 667
2019
Q3 		$3K Hold
29
– – ﹤0.01% 593
2019
Q2 		$2K Hold
29
– – ﹤0.01% 598
2019
Q1 		$3K Buy
+29
New +$2.52K ﹤0.01% 534

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

Harvest Group Wealth Management's SCL Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Stepan Co (SCL) in Q1 2021, closing a stake of 19 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in SCL in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q3 2019. 215 funds tracked by Wall St. Rank hold SCL as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Stepan Co position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 19 Stepan Co shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Stepan Co in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Stepan Co position peaked at $3K in Q3 2019.
  • 215 funds tracked by Wall St. Rank held Stepan Co as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.