Huber Financial Advisors’s Stepan Co SCL Stock Holding History

Huber Financial Advisors’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	$909K	Hold	10,278	–	–	0.34%	40
2019 Q4	$1.05M	Hold	10,278	–	–	0.37%	37
2019 Q3	$998K	Hold	10,278	–	–	0.39%	37
2019 Q2	$945K	Hold	10,278	–	–	0.41%	33
2019 Q1	$900K	Hold	10,278	–	–	0.44%	36
2018 Q4	$761K	Sell	10,278 -117	-1%	-$9.52K	0.42%	36
2018 Q3	$904K	Hold	10,395	–	–	0.69%	30
2018 Q2	$810K	Hold	10,395	–	–	0.74%	26
2018 Q1	$865K	Hold	10,395	–	–	0.85%	23
2017 Q4	$821K	Buy	+10,395	New	+$854K	0.9%	21

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 $103B AUM 28.65% 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 $609B AUM 40.19% 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

Huber Financial Advisors's SCL Position: Q1 2020 in Review

Huber Financial Advisors held its Stepan Co (SCL) position steady in Q1 2020 at 10,278 shares worth $909K. The position accounts for 0.34% of the portfolio, ranked #40.

Huber Financial Advisors first reported a position in SCL in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2019. 174 funds tracked by Wall St. Rank hold SCL as of Q1 2020.

Huber Financial Advisors held 10,278 shares of Stepan Co worth $909K as of Q1 2020.
Huber Financial Advisors left its Stepan Co share count unchanged in Q1 2020.
Stepan Co made up 0.34% of Huber Financial Advisors's portfolio in Q1 2020, its #40 holding.
Huber Financial Advisors first reported a position in Stepan Co in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's Stepan Co position peaked at $1.05M in Q4 2019.
174 funds tracked by Wall St. Rank held Stepan Co as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.