IndexIQ Advisors’s Stepan Co SCL Stock Holding History

IndexIQ 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
2022 Q1	$399K	Buy	4,039 +717	+22%	+$77.5K	0.01%	712
2021 Q4	$413K	Sell	3,322 -215	-6%	-$25.9K	0.01%	750
2021 Q3	$399K	Buy	3,537 +354	+11%	+$41.2K	0.01%	826
2021 Q2	$383K	Buy	3,183 +64	+2%	+$8.38K	0.01%	789
2021 Q1	$396K	Buy	3,119 +751	+32%	+$93K	0.01%	827
2020 Q4	$283K	Buy	2,368 +245	+12%	+$28.8K	0.01%	718
2020 Q3	$231K	Buy	2,123 +114	+6%	+$12.5K	0.01%	540
2020 Q2	$195K	Sell	2,009 -139	-6%	-$13.1K	0.01%	605
2020 Q1	$190K	Buy	+2,148	New	+$205K	0.01%	434
2019 Q1	–	Sell	-25,276	Closed	-$1.87M	–	668
2018 Q4	$1.87M	Sell	25,276 -2,053	-8%	-$167K	0.05%	244
2018 Q3	$2.38M	Buy	27,329 +1,032	+4%	+$88.9K	0.08%	261
2018 Q2	$2.05M	Buy	26,297 +2,152	+9%	+$164K	0.06%	345
2018 Q1	$2.01M	Buy	24,145 +6,273	+35%	+$497K	0.06%	307
2017 Q4	$1.41M	Buy	17,872 +6,875	+63%	+$564K	0.05%	293
2017 Q3	$920K	Buy	10,997 +4,993	+83%	+$411K	0.04%	287
2017 Q2	$523K	Buy	+6,004	New	+$505K	0.03%	257

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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

IndexIQ Advisors's SCL Position: Q1 2022 in Review

IndexIQ Advisors increased its Stepan Co (SCL) stake by 22% in Q1 2022, buying an estimated $77.5K and bringing the position to 4,039 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #712.

IndexIQ Advisors first reported a position in SCL in Q2 2017 and has held it in 16 quarters since. The position peaked at $2.38M in Q3 2018. 209 funds tracked by Wall St. Rank hold SCL as of Q1 2022.

IndexIQ Advisors held 4,039 shares of Stepan Co worth $399K as of Q1 2022.
IndexIQ Advisors bought 717 Stepan Co shares in Q1 2022, an estimated $77.5K.
Stepan Co made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #712 holding.
IndexIQ Advisors first reported a position in Stepan Co in Q2 2017 and has held it in 16 quarters since.
IndexIQ Advisors's Stepan Co position peaked at $2.38M in Q3 2018.
209 funds tracked by Wall St. Rank held Stepan Co as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.