Johnson Investment Counsel’s Stepan Co SCL Stock Holding History

Johnson Investment Counsel’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 Q4	–	Sell	-9,060	Closed	-$1.02M	–	681
2021 Q3	$1.02M	Hold	9,060	–	–	0.01%	343
2021 Q2	$1.09M	Hold	9,060	–	–	0.02%	321
2021 Q1	$1.15M	Buy	9,060 +80	+0.9%	+$9.91K	0.02%	294
2020 Q4	$1.07M	Hold	8,980	–	–	0.02%	291
2020 Q3	$979K	Sell	8,980 -260	-3%	-$28.4K	0.02%	287
2020 Q2	$897K	Hold	9,240	–	–	0.02%	298
2020 Q1	$817K	Sell	9,240 -2,080	-18%	-$199K	0.02%	285
2019 Q4	$1.16M	Hold	11,320	–	–	0.02%	282
2019 Q3	$1.1M	Hold	11,320	–	–	0.02%	277
2019 Q2	$1.04M	Buy	11,320 +6,881	+155%	+$614K	0.02%	300
2019 Q1	$388K	Buy	+4,439	New	+$385K	0.01%	458

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

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

SAM

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

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

Johnson Investment Counsel's SCL Position: Q4 2021 in Review

Johnson Investment Counsel sold out of Stepan Co (SCL) in Q4 2021, closing a stake of 9,060 shares — an estimated $1.02M sold.

Johnson Investment Counsel first reported a position in SCL in Q1 2019 and held it in 11 quarters. The position peaked at $1.16M in Q4 2019. 211 funds tracked by Wall St. Rank hold SCL as of Q4 2021.

Johnson Investment Counsel reported no remaining Stepan Co position as of Q4 2021 after selling out during the quarter.
Johnson Investment Counsel sold 9,060 Stepan Co shares in Q4 2021, an estimated $1.02M.
Johnson Investment Counsel first reported a position in Stepan Co in Q1 2019 and held it in 11 quarters.
Johnson Investment Counsel's Stepan Co position peaked at $1.16M in Q4 2019.
211 funds tracked by Wall St. Rank held Stepan Co as of Q4 2021.

Based on Johnson Investment Counsel's 13F filing for Q4 2021, filed 15 Feb 2022.