Lenox Wealth Advisors’s Stepan Co SCL Stock Holding History

Lenox Wealth 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 Q2	–	Sell	-32	Closed	-$4K	–	788
2021 Q1	$4K	Buy	+32	New	+$3.96K	﹤0.01%	543

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lenox Wealth Advisors's SCL Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of Stepan Co (SCL) in Q2 2021, closing a stake of 32 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in SCL in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 227 funds tracked by Wall St. Rank hold SCL as of Q2 2021.

Lenox Wealth Advisors reported no remaining Stepan Co position as of Q2 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 32 Stepan Co shares in Q2 2021, an estimated $4K.
Lenox Wealth Advisors first reported a position in Stepan Co in Q1 2021 and held it in 1 quarter.
Lenox Wealth Advisors's Stepan Co position peaked at $4K in Q1 2021.
227 funds tracked by Wall St. Rank held Stepan Co as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.