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Michael B. Elefante’s Stepan Co SCL Stock Holding History

Michael B. Elefante’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
2014
Q4 		$87K Sell
2,163
-2,035
-48% -$86.4K 0.1% 100
2014
Q3 		$186K Sell
4,198
-25
-0.6% -$1.22K 0.08% 97
2014
Q2 		$223K Sell
4,223
-827
-16% -$46.4K 0.09% 99
2014
Q1 		$326K Buy
5,050
+405
+9% +$25.4K 0.14% 78
2013
Q4 		$305K Hold
4,645
– – 0.14% 79
2013
Q3 		$268K Hold
4,645
– – 0.13% 78
2013
Q2 		$258K Buy
+4,645
New +$262K 0.14% 80

Other funds holding SCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Michael B. Elefante's SCL Position: Q4 2014 in Review

Michael B. Elefante reduced its Stepan Co (SCL) stake by 48% in Q4 2014, selling an estimated $86.4K and leaving 2,163 shares worth $87K. The position accounts for 0.1% of the portfolio, ranked #100.

Michael B. Elefante first reported a position in SCL in Q2 2013 and has held it in 7 quarters since. The position peaked at $326K in Q1 2014. 156 funds tracked by Wall St. Rank hold SCL as of Q4 2014.

  • Michael B. Elefante held 2,163 shares of Stepan Co worth $87K as of Q4 2014.
  • Michael B. Elefante sold 2,035 Stepan Co shares in Q4 2014, an estimated $86.4K.
  • Stepan Co made up 0.1% of Michael B. Elefante's portfolio in Q4 2014, its #100 holding.
  • Michael B. Elefante first reported a position in Stepan Co in Q2 2013 and has held it in 7 quarters since.
  • Michael B. Elefante's Stepan Co position peaked at $326K in Q1 2014.
  • 156 funds tracked by Wall St. Rank held Stepan Co as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.