LSV Asset Management
SCL icon

LSV Asset Management’s Stepan Co SCL Stock Holding History

LSV Asset 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
2021
Q4 		– Sell
-46,500
Closed -$5.25M – 910
2021
Q3 		$5.25M Sell
46,500
-200
-0.4% -$23.3K 0.01% 539
2021
Q2 		$5.62M Buy
+46,700
New +$6.11M 0.01% 545
2019
Q2 		– Sell
-13,977
Closed -$1.22M – 948
2019
Q1 		$1.22M Sell
13,977
-108,759
-89% -$9.43M ﹤0.01% 743
2018
Q4 		$9.08M Sell
122,736
-52,856
-30% -$4.3M 0.02% 484
2018
Q3 		$15.3M Sell
175,592
-16,833
-9% -$1.45M 0.02% 431
2018
Q2 		$15M Sell
192,425
-4,100
-2% -$313K 0.02% 427
2018
Q1 		$16.3M Sell
196,525
-2,300
-1% -$182K 0.03% 413
2017
Q4 		$15.7M Sell
198,825
-166,035
-46% -$13.6M 0.02% 421
2017
Q3 		$30.5M Sell
364,860
-207,703
-36% -$17.1M 0.05% 299
2017
Q2 		$49.9M Sell
572,563
-3,100
-0.5% -$261K 0.09% 222
2017
Q1 		$45.4M Sell
575,663
-19,500
-3% -$1.52M 0.08% 232
2016
Q4 		$48.5M Sell
595,163
-5,011
-0.8% -$387K 0.09% 225
2016
Q3 		$43.6M Sell
600,174
-4,326
-0.7% -$291K 0.09% 225
2016
Q2 		$36M Buy
604,500
+16,065
+3% +$943K 0.07% 236
2016
Q1 		$32.5M Buy
588,435
+63,612
+12% +$3.06M 0.07% 246
2015
Q4 		$26.1M Buy
524,823
+136,625
+35% +$6.84M 0.06% 259
2015
Q3 		$16.2M Buy
388,198
+85,900
+28% +$4M 0.04% 301
2015
Q2 		$16.4M Buy
302,298
+20,800
+7% +$1.03M 0.03% 299
2015
Q1 		$11.7M Hold
281,498
– – 0.02% 343
2014
Q4 		$11.3M Buy
281,498
+57,537
+26% +$2.44M 0.02% 343
2014
Q3 		$9.94M Buy
223,961
+51,900
+30% +$2.54M 0.02% 352
2014
Q2 		$9.1M Sell
172,061
-3,360
-2% -$189K 0.02% 377
2014
Q1 		$11.3M Sell
175,421
-68,700
-28% -$4.31M 0.03% 338
2013
Q4 		$16M Sell
244,121
-26,758
-10% -$1.63M 0.04% 291
2013
Q3 		$15.6M Sell
270,879
-121,979
-31% -$7.06M 0.04% 282
2013
Q2 		$21.8M Buy
+392,858
New +$22.2M 0.06% 232

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management's SCL Position: Q4 2021 in Review

LSV Asset Management sold out of Stepan Co (SCL) in Q4 2021, closing a stake of 46,500 shares — an estimated $5.25M sold.

LSV Asset Management first reported a position in SCL in Q2 2013 and held it in 26 quarters. The position peaked at $49.9M in Q2 2017. 211 funds tracked by Wall St. Rank hold SCL as of Q4 2021.

  • LSV Asset Management reported no remaining Stepan Co position as of Q4 2021 after selling out during the quarter.
  • LSV Asset Management sold 46,500 Stepan Co shares in Q4 2021, an estimated $5.25M.
  • LSV Asset Management first reported a position in Stepan Co in Q2 2013 and held it in 26 quarters.
  • LSV Asset Management's Stepan Co position peaked at $49.9M in Q2 2017.
  • 211 funds tracked by Wall St. Rank held Stepan Co as of Q4 2021.

Based on LSV Asset Management's 13F filing for Q4 2021, filed 28 Jan 2022.