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Kennedy Capital Management’s Stepan Co SCL Stock Holding History

Kennedy Capital Management’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
2023
Q3 		– Sell
-2,096
Closed -$200K – 705
2023
Q2 		$200K Sell
2,096
-42
-2% -$3.99K ﹤0.01% 654
2023
Q1 		$220K Sell
2,138
-208
-9% -$21.8K 0.01% 598
2022
Q4 		$250K Sell
2,346
-132
-5% -$13.8K 0.01% 590
2022
Q3 		$232K Sell
2,478
-21
-0.8% -$2.19K 0.01% 590
2022
Q2 		$253K Sell
2,499
-27
-1% -$2.79K 0.01% 578
2022
Q1 		$250K Sell
2,526
-50,681
-95% -$5.48M 0.01% 579
2021
Q4 		$6.61M Buy
53,207
+4,153
+8% +$501K 0.14% 274
2021
Q3 		$5.54M Sell
49,054
-1,700
-3% -$198K 0.12% 314
2021
Q2 		$6.1M Sell
50,754
-812
-2% -$106K 0.13% 311
2021
Q1 		$6.55M Sell
51,566
-1,155
-2% -$143K 0.13% 293
2020
Q4 		$6.29M Sell
52,721
-1,634
-3% -$192K 0.14% 280
2020
Q3 		$5.92M Buy
54,355
+4,499
+9% +$492K 0.17% 212
2020
Q2 		$4.84M Buy
+49,856
New +$4.69M 0.14% 287
2017
Q1 		– Sell
-80,296
Closed -$6.54M – 757
2016
Q4 		$6.54M Buy
80,296
+52,586
+190% +$4.06M 0.11% 311
2016
Q3 		$2.01M Sell
27,710
-289
-1% -$19.4K 0.04% 569
2016
Q2 		$1.67M Sell
27,999
-297
-1% -$17.4K 0.03% 598
2016
Q1 		$1.56M Buy
28,296
+1,239
+5% +$59.6K 0.03% 628
2015
Q4 		$1.34M Buy
27,057
+7,606
+39% +$381K 0.03% 627
2015
Q3 		$809K Sell
19,451
-42,987
-69% -$2M 0.02% 668
2015
Q2 		$3.38M Buy
62,438
+24,029
+63% +$1.19M 0.06% 492
2015
Q1 		$1.6M Buy
38,409
+3,244
+9% +$129K 0.03% 612
2014
Q4 		$1.41M Sell
35,165
-846
-2% -$35.9K 0.03% 620
2014
Q3 		$1.6M Sell
36,011
-690
-2% -$33.8K 0.03% 595
2014
Q2 		$1.94M Sell
36,701
-2,657
-7% -$149K 0.04% 559
2014
Q1 		$2.54M Buy
39,358
+30,333
+336% +$1.9M 0.05% 497
2013
Q4 		$592K Sell
9,025
-1,299
-13% -$79.3K 0.01% 685
2013
Q3 		$596K Sell
10,324
-13,072
-56% -$757K 0.01% 691
2013
Q2 		$1.3M Buy
+23,396
New +$1.32M 0.03% 612

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Kennedy Capital Management's SCL Position: Q3 2023 in Review

Kennedy Capital Management sold out of Stepan Co (SCL) in Q3 2023, closing a stake of 2,096 shares — an estimated $200K sold.

Kennedy Capital Management first reported a position in SCL in Q2 2013 and held it in 28 quarters. The position peaked at $6.61M in Q4 2021. 199 funds tracked by Wall St. Rank hold SCL as of Q3 2023.

  • Kennedy Capital Management reported no remaining Stepan Co position as of Q3 2023 after selling out during the quarter.
  • Kennedy Capital Management sold 2,096 Stepan Co shares in Q3 2023, an estimated $200K.
  • Kennedy Capital Management first reported a position in Stepan Co in Q2 2013 and held it in 28 quarters.
  • Kennedy Capital Management's Stepan Co position peaked at $6.61M in Q4 2021.
  • 199 funds tracked by Wall St. Rank held Stepan Co as of Q3 2023.

Based on Kennedy Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.