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J.W. Coons Advisors’s Stepan Co SCL Stock Holding History

J.W. Coons 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
2021
Q3 		– Sell
-2,512
Closed -$300K – 250
2021
Q2 		$300K Buy
2,512
+327
+15% +$42.8K 0.11% 175
2021
Q1 		$278K Buy
2,185
+195
+10% +$24.2K 0.1% 180
2020
Q4 		$238K Buy
+1,990
New +$234K 0.09% 185

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

J.W. Coons Advisors's SCL Position: Q3 2021 in Review

J.W. Coons Advisors sold out of Stepan Co (SCL) in Q3 2021, closing a stake of 2,512 shares — an estimated $300K sold.

J.W. Coons Advisors first reported a position in SCL in Q4 2020 and held it in 3 quarters. The position peaked at $300K in Q2 2021. 203 funds tracked by Wall St. Rank hold SCL as of Q3 2021.

  • J.W. Coons Advisors reported no remaining Stepan Co position as of Q3 2021 after selling out during the quarter.
  • J.W. Coons Advisors sold 2,512 Stepan Co shares in Q3 2021, an estimated $300K.
  • J.W. Coons Advisors first reported a position in Stepan Co in Q4 2020 and held it in 3 quarters.
  • J.W. Coons Advisors's Stepan Co position peaked at $300K in Q2 2021.
  • 203 funds tracked by Wall St. Rank held Stepan Co as of Q3 2021.

Based on J.W. Coons Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.