Private Capital Group’s Stepan Co SCL Stock Holding History

Private Capital 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
2022 Q2	$2K	Sell	20 -1	-5%	-$103	﹤0.01%	1581
2022 Q1	$2K	Hold	21	–	–	﹤0.01%	1823
2021 Q4	$3K	Hold	21	–	–	﹤0.01%	1714
2021 Q3	$2K	Hold	21	–	–	﹤0.01%	1889
2021 Q2	$3K	Buy	+21	New	+$2.75K	﹤0.01%	1752
2021 Q1	–	Sell	-9	Closed	-$1K	–	2158
2020 Q4	$1K	Buy	+9	New	+$1.06K	﹤0.01%	1950
2018 Q1	–	Sell	-243	Closed	-$19K	–	2176
2017 Q4	$19K	Buy	+243	New	+$20K	﹤0.01%	1093

Other funds holding SCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Private Capital Group's SCL Position: Q2 2022 in Review

Private Capital Group reduced its Stepan Co (SCL) stake by 4.8% in Q2 2022, selling an estimated $103 and leaving 20 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Private Capital Group first reported a position in SCL in Q4 2017 and has held it in 7 quarters since. The position peaked at $19K in Q4 2017. 201 funds tracked by Wall St. Rank hold SCL as of Q2 2022.

Private Capital Group held 20 shares of Stepan Co worth $2K as of Q2 2022.
Private Capital Group sold 1 Stepan Co share in Q2 2022, an estimated $103.
Stepan Co made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #1581 holding.
Private Capital Group first reported a position in Stepan Co in Q4 2017 and has held it in 7 quarters since.
Private Capital Group's Stepan Co position peaked at $19K in Q4 2017.
201 funds tracked by Wall St. Rank held Stepan Co as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.