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Personal Capital Advisors’s Stepan Co SCL Stock Holding History

Personal Capital Advisors’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
2022
Q4 		$18.7M Buy
175,839
+3,597
+2% +$377K 0.09% 135
2022
Q3 		$16.1M Buy
172,242
+4,269
+3% +$444K 0.09% 131
2022
Q2 		$17M Buy
167,973
+3,827
+2% +$396K 0.09% 130
2022
Q1 		$16.2M Buy
164,146
+5,104
+3% +$552K 0.08% 134
2021
Q4 		$19.8M Buy
159,042
+3,610
+2% +$436K 0.09% 128
2021
Q3 		$17.6M Buy
155,432
+601
+0.4% +$69.9K 0.09% 128
2021
Q2 		$18.6M Buy
154,831
+4,156
+3% +$544K 0.1% 126
2021
Q1 		$19.2M Buy
150,675
+3,641
+2% +$451K 0.11% 124
2020
Q4 		$17.5M Buy
147,034
+265
+0.2% +$31.2K 0.11% 124
2020
Q3 		$16M Sell
146,769
-2,692
-2% -$295K 0.12% 118
2020
Q2 		$14.5M Sell
149,461
-2,260
-1% -$212K 0.12% 113
2020
Q1 		$13.4M Sell
151,721
-1,230
-0.8% -$117K 0.13% 117
2019
Q4 		$15.7M Buy
152,951
+5,119
+3% +$499K 0.13% 117
2019
Q3 		$14.3M Buy
147,832
+1,518
+1% +$144K 0.14% 116
2019
Q2 		$13.4M Buy
146,314
+2,844
+2% +$254K 0.14% 115
2019
Q1 		$12.6M Buy
143,470
+23,040
+19% +$2M 0.14% 114
2018
Q4 		$8.91M Buy
120,430
+2,998
+3% +$244K 0.12% 121
2018
Q3 		$10.2M Buy
117,432
+3,632
+3% +$313K 0.13% 116
2018
Q2 		$8.88M Buy
113,800
+12,592
+12% +$961K 0.13% 117
2018
Q1 		$8.42M Sell
101,208
-9,275
-8% -$735K 0.13% 115
2017
Q4 		$8.72M Sell
110,483
-7,307
-6% -$600K 0.15% 111
2017
Q3 		$9.85M Sell
117,790
-17,095
-13% -$1.41M 0.19% 105
2017
Q2 		$11.8M Sell
134,885
-11,067
-8% -$931K 0.26% 90
2017
Q1 		$11.3M Buy
145,952
+9,850
+7% +$769K 0.29% 92
2016
Q4 		$11.1M Buy
136,102
+10,339
+8% +$798K 0.33% 90
2016
Q3 		$9.1M Buy
+125,763
New +$8.45M 0.31% 90

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 $104B AUM 28.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Personal Capital Advisors's SCL Position: Q4 2022 in Review

Personal Capital Advisors increased its Stepan Co (SCL) stake by 2.1% in Q4 2022, buying an estimated $377K and bringing the position to 175,839 shares worth $18.7M. The position accounts for 0.09% of the portfolio, ranked #135.

Personal Capital Advisors first reported a position in SCL in Q3 2016 and has held it in 26 quarters since. The position peaked at $19.8M in Q4 2021. 209 funds tracked by Wall St. Rank hold SCL as of Q4 2022.

  • Personal Capital Advisors held 175,839 shares of Stepan Co worth $18.7M as of Q4 2022.
  • Personal Capital Advisors bought 3,597 Stepan Co shares in Q4 2022, an estimated $377K.
  • Stepan Co made up 0.09% of Personal Capital Advisors's portfolio in Q4 2022, its #135 holding.
  • Personal Capital Advisors first reported a position in Stepan Co in Q3 2016 and has held it in 26 quarters since.
  • Personal Capital Advisors's Stepan Co position peaked at $19.8M in Q4 2021.
  • 209 funds tracked by Wall St. Rank held Stepan Co as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.