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Mitchell Capital Management’s Stepan Co SCL Stock Holding History

Mitchell 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
2021
Q3 		– Sell
-27,584
Closed -$3.32M – 161
2021
Q2 		$3.32M Sell
27,584
-74
-0.3% -$9.69K 0.73% 45
2021
Q1 		$3.52M Buy
27,658
+6,973
+34% +$864K 0.86% 37
2020
Q4 		$2.47M Buy
+20,685
New +$2.44M 0.62% 59

Other funds holding SCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $103B AUM 28.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Mitchell Capital Management's SCL Position: Q3 2021 in Review

Mitchell Capital Management sold out of Stepan Co (SCL) in Q3 2021, closing a stake of 27,584 shares — an estimated $3.32M sold.

Mitchell Capital Management first reported a position in SCL in Q4 2020 and held it in 3 quarters. The position peaked at $3.52M in Q1 2021. 203 funds tracked by Wall St. Rank hold SCL as of Q3 2021.

  • Mitchell Capital Management reported no remaining Stepan Co position as of Q3 2021 after selling out during the quarter.
  • Mitchell Capital Management sold 27,584 Stepan Co shares in Q3 2021, an estimated $3.32M.
  • Mitchell Capital Management first reported a position in Stepan Co in Q4 2020 and held it in 3 quarters.
  • Mitchell Capital Management's Stepan Co position peaked at $3.52M in Q1 2021.
  • 203 funds tracked by Wall St. Rank held Stepan Co as of Q3 2021.

Based on Mitchell Capital Management's 13F filing for Q3 2021, filed 2 Nov 2021.