Hennessy Advisors Inc’s Stepan Co SCL Stock Holding History

Hennessy Advisors Inc’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
2020 Q1	–	Sell	-30,700	Closed	-$3.15M	–	332
2019 Q4	$3.15M	Sell	30,700 -1,100	-3%	-$107K	0.16%	171
2019 Q3	$3.09M	Sell	31,800 -700	-2%	-$66.4K	0.16%	161
2019 Q2	$2.99M	Buy	+32,500	New	+$2.9M	0.14%	173
2014 Q1	–	Sell	-65,800	Closed	-$4.32M	–	354
2013 Q4	$4.32M	Sell	65,800 -3,600	-5%	-$220K	0.18%	176
2013 Q3	$4.01M	Sell	69,400 -2,800	-4%	-$162K	0.18%	168
2013 Q2	$4.01M	Buy	+72,200	New	+$4.08M	0.2%	154

Other funds holding SCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hennessy Advisors Inc's SCL Position: Q1 2020 in Review

Hennessy Advisors Inc sold out of Stepan Co (SCL) in Q1 2020, closing a stake of 30,700 shares — an estimated $3.15M sold.

Hennessy Advisors Inc first reported a position in SCL in Q2 2013 and held it in 6 quarters. The position peaked at $4.32M in Q4 2013. 174 funds tracked by Wall St. Rank hold SCL as of Q1 2020.

Hennessy Advisors Inc reported no remaining Stepan Co position as of Q1 2020 after selling out during the quarter.
Hennessy Advisors Inc sold 30,700 Stepan Co shares in Q1 2020, an estimated $3.15M.
Hennessy Advisors Inc first reported a position in Stepan Co in Q2 2013 and held it in 6 quarters.
Hennessy Advisors Inc's Stepan Co position peaked at $4.32M in Q4 2013.
174 funds tracked by Wall St. Rank held Stepan Co as of Q1 2020.

Based on Hennessy Advisors Inc's 13F filing for Q1 2020, filed 14 Apr 2020.