Phocas Financial Corp’s Stepan Co SCL Stock Holding History

Phocas Financial Corp’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 Q4	–	Sell	-37,891	Closed	-$4.13M	–	203
2020 Q3	$4.13M	Buy	37,891 +12,964	+52%	+$1.42M	0.71%	60
2020 Q2	$2.42M	Buy	+24,927	New	+$2.34M	0.43%	100

Other funds holding SCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Phocas Financial Corp's SCL Position: Q4 2020 in Review

Phocas Financial Corp sold out of Stepan Co (SCL) in Q4 2020, closing a stake of 37,891 shares — an estimated $4.13M sold.

Phocas Financial Corp first reported a position in SCL in Q2 2020 and held it in 2 quarters. The position peaked at $4.13M in Q3 2020. 226 funds tracked by Wall St. Rank hold SCL as of Q4 2020.

Phocas Financial Corp reported no remaining Stepan Co position as of Q4 2020 after selling out during the quarter.
Phocas Financial Corp sold 37,891 Stepan Co shares in Q4 2020, an estimated $4.13M.
Phocas Financial Corp first reported a position in Stepan Co in Q2 2020 and held it in 2 quarters.
Phocas Financial Corp's Stepan Co position peaked at $4.13M in Q3 2020.
226 funds tracked by Wall St. Rank held Stepan Co as of Q4 2020.

Based on Phocas Financial Corp's 13F filing for Q4 2020, filed 16 Feb 2021.