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Next Financial Group’s Stepan Co SCL Stock Holding History

Next Financial Group’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
2020
Q2 		– Sell
-104
Closed -$9K – 1657
2020
Q1 		$9K Sell
104
-45
-30% -$4.3K ﹤0.01% 1562
2019
Q4 		$15K Hold
149
– – ﹤0.01% 1627
2019
Q3 		$14K Hold
149
– – ﹤0.01% 1585
2019
Q2 		$14K Buy
149
+104
+231% +$9.28K ﹤0.01% 1585
2019
Q1 		$4K Sell
45
-104
-70% -$9.02K ﹤0.01% 1327
2018
Q4 		$11K Buy
149
+104
+231% +$8.46K ﹤0.01% 1320
2018
Q3 		$4K Buy
+45
New +$3.88K ﹤0.01% 1214
2017
Q4 		– Sell
-175
Closed -$15K – 1201
2017
Q3 		$15K Sell
175
-210
-55% -$17.3K ﹤0.01% 1069
2017
Q2 		$34K Hold
385
– – 0.01% 899
2017
Q1 		$33K Buy
+385
New +$30K 0.01% 866
2014
Q4 		– Sell
-101
Closed -$5K – 2300
2014
Q3 		$5K Buy
+101
New +$4.95K ﹤0.01% 2065

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's SCL Position: Q2 2020 in Review

Next Financial Group sold out of Stepan Co (SCL) in Q2 2020, closing a stake of 104 shares — an estimated $9K sold.

Next Financial Group first reported a position in SCL in Q3 2014 and held it in 11 quarters. The position peaked at $34K in Q2 2017. 200 funds tracked by Wall St. Rank hold SCL as of Q2 2020.

  • Next Financial Group reported no remaining Stepan Co position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 104 Stepan Co shares in Q2 2020, an estimated $9K.
  • Next Financial Group first reported a position in Stepan Co in Q3 2014 and held it in 11 quarters.
  • Next Financial Group's Stepan Co position peaked at $34K in Q2 2017.
  • 200 funds tracked by Wall St. Rank held Stepan Co as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.