Piermont Capital Management’s Stepan Co SCL Stock Holding History

Piermont 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
2018 Q4	$2.24M	Buy	30,278 +1,100	+4%	+$89.5K	1.06%	42
2018 Q3	$2.54M	Sell	29,178 -7,659	-21%	-$660K	1.02%	44
2018 Q2	$2.87M	Buy	36,837 +32,487	+747%	+$2.48M	0.88%	30
2018 Q1	$362K	Sell	4,350 -700	-14%	-$55.5K	0.12%	205
2017 Q4	$399K	Buy	+5,050	New	+$415K	0.13%	194
2016 Q2	–	Sell	-8,401	Closed	-$464K	–	277
2016 Q1	$464K	Buy	8,401 +325	+4%	+$15.6K	0.15%	158
2015 Q4	$401K	Sell	8,076 -41,616	-84%	-$2.08M	0.13%	177
2015 Q3	$2.07M	Buy	49,692 +10,181	+26%	+$474K	0.67%	79
2015 Q2	$2.14M	Buy	39,511 +1,270	+3%	+$62.7K	0.65%	82
2015 Q1	$1.59M	Buy	38,241 +780	+2%	+$31.1K	0.49%	89
2014 Q4	$1.5M	Sell	37,461 -470	-1%	-$20K	0.53%	87
2014 Q3	$1.68M	Sell	37,931 -350	-0.9%	-$17.1K	0.65%	86
2014 Q2	$2.02M	Buy	38,281 +6,501	+20%	+$365K	0.79%	77
2014 Q1	$2.05M	Buy	+31,780	New	+$1.99M	0.99%	46

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Piermont Capital Management's SCL Position: Q4 2018 in Review

Piermont Capital Management increased its Stepan Co (SCL) stake by 3.8% in Q4 2018, buying an estimated $89.5K and bringing the position to 30,278 shares worth $2.24M. The position accounts for 1.06% of the portfolio, ranked #42.

Piermont Capital Management first reported a position in SCL in Q1 2014 and has held it in 14 quarters since. The position peaked at $2.87M in Q2 2018. 187 funds tracked by Wall St. Rank hold SCL as of Q4 2018.

Piermont Capital Management held 30,278 shares of Stepan Co worth $2.24M as of Q4 2018.
Piermont Capital Management bought 1,100 Stepan Co shares in Q4 2018, an estimated $89.5K.
Stepan Co made up 1.06% of Piermont Capital Management's portfolio in Q4 2018, its #42 holding.
Piermont Capital Management first reported a position in Stepan Co in Q1 2014 and has held it in 14 quarters since.
Piermont Capital Management's Stepan Co position peaked at $2.87M in Q2 2018.
187 funds tracked by Wall St. Rank held Stepan Co as of Q4 2018.

Based on Piermont Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.