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Pathstone Family Office’s Stepan Co SCL Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-2
Closed – – 1234
2020
Q4 		$0 Sell
2
-3,600
-100% -$424K ﹤0.01% 1308
2020
Q3 		$393K Buy
3,602
+3,598
+89,950% +$394K 0.04% 134
2020
Q2 		$0 Buy
+4
New +$376 ﹤0.01% 935

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pathstone Family Office's SCL Position: Q1 2021 in Review

Pathstone Family Office sold out of Stepan Co (SCL) in Q1 2021, closing a stake of 2 shares.

Pathstone Family Office first reported a position in SCL in Q2 2020 and held it in 3 quarters. The position peaked at $393K in Q3 2020. 215 funds tracked by Wall St. Rank hold SCL as of Q1 2021.

  • Pathstone Family Office reported no remaining Stepan Co position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 2 Stepan Co shares in Q1 2021.
  • Pathstone Family Office first reported a position in Stepan Co in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's Stepan Co position peaked at $393K in Q3 2020.
  • 215 funds tracked by Wall St. Rank held Stepan Co as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.