JOYN Advisors’s Stepan Co SCL Stock Holding History

JOYN 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
2019 Q1	–	Sell	-455	Closed	-$34K	–	1159
2018 Q4	$34K	Sell	455 -53	-10%	-$4.31K	0.01%	469
2018 Q3	$44K	Sell	508 -44	-8%	-$3.79K	0.01%	434
2018 Q2	$43K	Sell	552 -742	-57%	-$56.6K	0.01%	445
2018 Q1	$108K	Buy	+1,294	New	+$103K	0.02%	245

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

JOYN Advisors's SCL Position: Q1 2019 in Review

JOYN Advisors sold out of Stepan Co (SCL) in Q1 2019, closing a stake of 455 shares — an estimated $34K sold.

JOYN Advisors first reported a position in SCL in Q1 2018 and held it in 4 quarters. The position peaked at $108K in Q1 2018. 209 funds tracked by Wall St. Rank hold SCL as of Q1 2019.

JOYN Advisors reported no remaining Stepan Co position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 455 Stepan Co shares in Q1 2019, an estimated $34K.
JOYN Advisors first reported a position in Stepan Co in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Stepan Co position peaked at $108K in Q1 2018.
209 funds tracked by Wall St. Rank held Stepan Co as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.