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Hillsdale Investment Management’s Stepan Co SCL Stock Holding History

Hillsdale 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
2021
Q2 		– Sell
-5,600
Closed -$712K – 641
2021
Q1 		$712K Sell
5,600
-29,800
-84% -$3.69M 0.06% 281
2020
Q4 		$4.22M Sell
35,400
-200
-0.6% -$23.5K 0.4% 78
2020
Q3 		$3.88M Buy
35,600
+500
+1% +$54.7K 0.38% 66
2020
Q2 		$3.41M Buy
+35,100
New +$3.3M 0.31% 92
2017
Q1 		– Sell
-170
Closed -$14K – 530
2016
Q4 		$14K Sell
170
-7,400
-98% -$571K ﹤0.01% 334
2016
Q3 		$550K Buy
7,570
+500
+7% +$33.6K 0.15% 104
2016
Q2 		$421K Buy
7,070
+170
+2% +$9.98K 0.12% 140
2016
Q1 		$382K Hold
6,900
– – 0.13% 177
2015
Q4 		$343K Buy
+6,900
New +$346K 0.13% 218

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hillsdale Investment Management's SCL Position: Q2 2021 in Review

Hillsdale Investment Management sold out of Stepan Co (SCL) in Q2 2021, closing a stake of 5,600 shares — an estimated $712K sold.

Hillsdale Investment Management first reported a position in SCL in Q4 2015 and held it in 9 quarters. The position peaked at $4.22M in Q4 2020. 227 funds tracked by Wall St. Rank hold SCL as of Q2 2021.

  • Hillsdale Investment Management reported no remaining Stepan Co position as of Q2 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 5,600 Stepan Co shares in Q2 2021, an estimated $712K.
  • Hillsdale Investment Management first reported a position in Stepan Co in Q4 2015 and held it in 9 quarters.
  • Hillsdale Investment Management's Stepan Co position peaked at $4.22M in Q4 2020.
  • 227 funds tracked by Wall St. Rank held Stepan Co as of Q2 2021.

Based on Hillsdale Investment Management's 13F filing for Q2 2021, filed 29 Jul 2021.